Insight
Working with a financial advisor is a very personal relationship. And choosing who to work with is as important as choosing a doctor or lawyer. Before hiring us, or any Certified Financial Planner™ professional, we hope you’ll take some time to find out how we think.
“It’s the economy, stupid” is a phrase widely used during Bill Clinton’s 1992 presidential campaign. Generally...
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Working for yourself has its perks. In theory there’s more autonomy when you’re calling the...
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My father was fifty-one when he died of cancer. And with the exception of a...
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Too often I believe, people hesitate to hire a Certified Financial Planner™ professional because they don’t...
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Psychologist Daniel Kahneman is considered by many in my profession be the father of behavioral economics....
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It’s a common trope among certain types of financial planners: “Save more, spend less… and don’t...
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Pre’tire’ment
/prƏti(Ə))rmƏnt/
noun
1. The time of transition from “working too much” to “making work optional.”