No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that probably didn't even know they
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We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so easy to track performance of an
I was at a conference this week, where there were many different financial advisors listening to many industry leaders talk about how to give advice, what new
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The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are multiple factors or variables that we
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of seeking expert opinions and doing
Do any of the following describe you?
- You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you that like to read the news of the day
It’s been almost 7 years now that I’ve known a very sweet lady I’ll call Anna. I met her through the most unfortunate of circumstances. Her husband had passed
I’m not a perfectionist. But I certainly do try to get things right the first time. So it’s upsetting when things don’t work out like they were planned. The key
Pop quiz: How much cash should you be holding?
- A) 3-6 months of your monthly expenses
- B) 1-2 years of your expected withdrawals from savings
- C) Cash is king
