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Money Personality

The secret to financial success starts by finding out what drives the decisions we make with our money. Financial professional Justin Halverson talked with KARE 11 about 5 personality types and ways to improve our behavior to achieve our money goals.

Money Worshiper

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Big Spenders

Careful Saver

The Avoider

Risk Taker

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It’s easy to get started.

Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.

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