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Financial planning insights and guidance

Top Tips for Selling Your Small Business

If you’re a small business owner you may already know that selling your business is no small feat. Here are my top 5 tips to help you sell your small business....

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Seven Basic Steps to Help You Get Organized After Losing Your Spouse

If you have lost a spouse recently, you may still feel numb and overwhelmed. In this time it can be difficult to take care of yourself while also juggling the financial and legal responsibilities that come with a death in the family. Although the pro...

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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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