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Do you have a knot in your finances?
Have you ever had a knot in your favorite chain necklace that you are determined to get out? How do you start? You need to start pulling away at the knot to figure out your plan of attack, and oftentimes, you don’t get it right on the first attempt. I find parallels...
Top 5 Most Freqeuntly Asked Questions
Here are the top 5 questions I get asked the most: 1. What’s your best career advice? Invest. Invest in yourself, your family, your career. While I can’t help you directly with those items, I can help you indirectly by investing in the market. Is it risky? It can...
Thoughts for Year-End
Don't freak out! This list of items to consider before year-end isn’t meant to be overwhelming, intimidating, or confusing. If you’re anything like me, time seems to go by faster every year, and these last two months are no exception. These ideas may be old hat to...
Do you lie when your doctor asks this question…
"How many drinks do you have per week?" Do you hide from that question? Why is that? Is it a trust issue? Do you feel like you’ll be judged or lectured to change your habits? Or do you feel like you can fudge that number as that information seems insignificant to...
Why do I need a financial advisor?
That’s a reasonable question. If you're questioning why you need a financial advisor, I like to think of it from three different aspects. You may lack one or more of the following: time, skill, or discipline. Time: You may very well know exactly what you need to do,...
What’s a “fee-only” financial advisor?
How is your financial advisor compensated? Maybe you have a general understanding or no idea. It's not the same throughout the industry, and different compensation models can have an impact on your overall return. Keep in mind "fee-only" is not the same as...
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