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Financial planning insights and guidance

Common Problems That Widows and Divorcees Have With Their Financial Advisor

It is not uncommon for one partner in a marriage to handle the majority of the shared household finances. Although, if you become dependent on your spouse to help you make big financial decisions, it puts you in an extremely vulnerable position. Wido...

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6 Things to Bring to Your First Divorce Attorney Meeting

Are you getting ready to meet with your divorce attorney for the first time? Coming prepared will only help you cover more ground and help your lawyer give you the best advice possible. Here are some basic things you will want to prepare beforehand t...

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4 Sketches That Perfectly Sum Up The Challenges of Investing

I use Carl Richards' fantastic financial sketches to explain some common problems people face when investing....

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Teaching Kids to Be Financially Literate

There are many things you can do to help your kids learn basic money lessons and become more financially literate. Here are my top five suggestions....

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Your First Steps After Receiving a Windfall

Knowing how to handle your windfall responsibly is vital to making it last. Here are the first steps you need to take to secure your wealth for the long run....

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What To Do When You Win The Lotter

As an experienced financial advisor I understand the challenges that you face when you win the lottery. For your unique situation here are some things you might want to consider doing if you have a winning ticket....

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Should You Take That New Job?

Deciding whether or not you should take a new job can be difficult. Here are five considerations that you should think about when making your decision....

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Tips For Handling Your Grey Divorce

Grey divorce (divorcing when you’re 50+) is becoming increasingly common. If you're divorcing near your retirement you'll likely need professional help to keep your financial plan on track....

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Selling Your Business: A Transition

Business owners invest a huge part of themselves in their work and selling their business can be an extremely difficult transition. Here are seven tips to help you successfully pass on your business to new ownership....

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4 Healthy Financial Habits You Should Develop Young

Many young people don’t have a plan for their finances when they’re starting out on their own, but developing healthy financial habits early in life is important to make sure you keep yourself on track....

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