The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the process. In my experience, there are 4 high level factors which determine your probability of success.
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6 Lessons Learned From the Worst Dow Plunge Ever
When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like this.
READ MORE...Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? Well, he brought his son.
READ MORE...Retrain Your Thinking: Stocks Vs. Real Estate
So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on the way we value and perceive both investments.
READ MORE...Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I've had several discussions on the subject. When people call and tell me how wonderfully easy this investment is, my first instinct is to run the other way.
READ MORE...What Does This New Tax Plan Mean to Me?
There's no secret; a lot of change is coming with the proposed tax bill dubbed the Tax Cut & Jobs Act of 2017. Regardless if for it or against it (or have no idea what it is about), I suggest everyone understand its key components.
READ MORE...Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
READ MORE...Referrals: An Often Overlooked Holiday Gift
The system of referrals is not unique to the financial planning world; however, it is critical to the people we help.
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