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Financial Plan
It’s peak season for sunglasses, so I’ve written an article on some ways to save money and still get some cool shades. I provided a little background on how sunglasses got so expensive, and I’ve identified a few brands that are creating disruption in the eyewear space.
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Caring for an aging loved one? This week, I’ve provided some insights and resources… financial and otherwise… for those people navigating difficult, yet meaningful work.
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Now that teachers have made it through this CHALLENGING year, I’m recognizing 6 of my many teachers whose work I especially appreciate.
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By trimming unnecessary costs, you can plug your "financial leaks" and stay on track with your financial plan.
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Ever wonder what it’s like to work with me as your advisor? Check out my blog this week to find out.
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“Holy Housing Prices, Batman!!” This week, I’m sharing some thoughts on what caused this wild housing market along with some tips for making the best of it.
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In recognition of Skin Cancer Awareness Month, this blog is called “Melanoma Monday.” As a Financial Advisor, I want to do what I can to make sure my clients live a long, active and prosperous life. Please take five minutes to read this critical piece on melanoma, which is relatively preventable, but is now the...
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Is it furgent or is it truly urgent? I use the term furgency to describe the False Urgency that is created when our inner superstar salesperson tries to convince us we need to buy something now. Learn more about how to notice and avoid furgency which is a known killer of long-term goals including retiring...
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The 147th running of the Kentucky Derby took place Saturday, and it has me thinking a lot about LUCK. When it comes to financial planning, luck is not a strategy. However, the value of having a lucky mindset should not be ignored.
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My topic this week is another tricky one… inheritance. If you are likely to inherit money at some point, should you include it in your financial planning? Also, if you have recently inherited money, how should you handle it?
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