Category: financial planning
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How to Avoid Letting Money Ruin Your Relationships
Money destroys relationships because people can’t compete with money. Money, after all, doesn’t disappoint you, or express disappointment with you. It’s not that money is inherently...
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Take Some Action in Response to the Equifax Data Breach
You have no doubt heard about the massive data breach at Equifax, a credit monitoring service. According to the company, the data of 143 million...
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Your 529 College Savings Plan Quick Reference
Are you making best use of the 529 College Savings Plan, or have you been procrastinating when it comes to putting your best-laid plans in place?...
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Save Social Security for Later, When You Need it Most
I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early...
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How to Choose the Best Financial Advisor for YOU
We want to underscore how important it is to think of your wealth as going well beyond the dollars involved. A true wealth advisor goes...
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Parents: Don’t Sacrifice Yourselves on the Altar of Your Child’s Higher Education
Parents have sacrificed their financial futures on the altar of their children’s education. Fueled by easy federal money and self-interested colleges, the result is a...
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What is the Essence of Being a Fiduciary Advisor?
The very first question and most significant for you to ask when searching for a potential advisor, (see our recent post on 15 questions), is:...
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15 Questions to Ask When Choosing a Financial Advisor
The job titles vary: financial planner, investment manager, wealth advisor … We could go on. Often, these names are arbitrary, so the savvy investor digs...
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Protect Your Greatest Financial Asset with Disability Insurance
It may not always feel like it when you drag yourself out of bed each morning, but the fact remains: You and your ongoing ability...
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Factor Human Capital Risk into Your Financial Plans
When designing an investment plan and deciding on the appropriate asset allocation, you should make sure to consider your unique ability, willingness and need to...
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Building on Your Financial Dreams With a Personal CFO
As a successful professional or someone with a similar mindset, how are you handling your personal wealth? Wishing makes dreams come true only in Disney...
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I Hate (Most) Variable Annuities
As much as I love to partner with families to dramatically simplify their complex financial lives, that’s how much I hate most variable annuities. That’s a lot...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.