I have a good number of clients who are in their mid-50s, and hearing from friends and colleagues that they should consider obtaining long term care insurance. They’ll often quote stats about the staggering percentage…
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Cash flow is one of the first topics I like to cover when working with new financial planning clients. Cash flow is so fundamental to the rest of your household finances that it’s really helpful…
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Often when I bring up the idea of retirement “gap years” in meetings, my clients’ minds wander toward a family member who’s decided to take a year off between high school and college. Then they…
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As I write this post the S&P 500 is about 100 points off it’s all time high of 2922, and climbing fast. We’ve seen an incredible bull market over the last ten years since the…
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Free Online Workshop Hey Everyone! I’d like to invite you to our next live online event: The 7 Most Common Retirement Planning Mistakes. Thanks to your feedback, we’ve put together a workshop that will cover…
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If you’ve been paying any kind of attention to the markets over the last two months, you’ve probably noticed a new trend: volatility. Consistent market volatility isn’t something we’ve seen in quite some time. Other…
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If you asked me to choose my FAVORITE type of account to invest in, it would definitely be the Roth IRA. Roth IRAs allow you to save money tax free for the rest of your…
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Believe it or not, we’re already in “back to school” season. And to continue our recent series of posts on paying for college, today’s covers a question I’m sure will resonate with many readers: Should…
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I’m a believer that the biggest factor contributing to the returns in your portfolio is asset allocation. The amount of your portfolio you choose to invest in stocks, bonds, real estate, or anything else will ultimately…
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Taxes are frustrating to nearly every small business owner I speak with. Most people agree that we should all pay our fair share. But after working countless thousands of hours to build a viable business, it’s…
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