Tag: Investing


Dec

23

2015
5 Questions I Get to Ask You!

5 Questions I Get to Ask You!

Very often when we meet with new or prospective clients, I spend time fielding many different questions. Most of these questions are regarding how we get paid or how long I have been in business. They all are great questions and I am happy to answer; however, my approach is to try to focus on you and your unique situation and concerns. I understand you...

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Dec

16

2015
It Pays to Stay!

It Pays to Stay!

It’s easy to let the emotions of greed and fear drive our investment decisions. I once heard another financial professional say, “We don’t have people with investment problems, we have investments with people problems!” I do see some truth to this. To be fair though, it’s easy to see why investors repeat bad investment behavior. After all, we are human. I mean, if somehow we...

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Dec

09

2015
Tis the Season to Gift

Tis the Season to Gift

With the holidays heading into full gear, I wanted to discuss a few strategies available to those who are charitably inclined. Of course, you can gift $14,000 to anyone you wish annually, but these strategies are geared to benefit charities specifically.  Please discuss these concepts with your tax professional as I am only covering the key distinctions and not providing advice. Charitable Remainder Trust (CRT)–allows...

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Dec

02

2015
Financial Plan on Multicolor Puzzle on White Background.

What is “Comprehensive” Financial Planning?

It used to be you walked into your stock broker’s office, handed over your hard earned dollars, and said, “Make me some money!”  Like many things, times have changed and just trying to make you money is no longer an appropriate goal. For one thing, that goal is not unique to your situation as it applies to everyone. Comprehensive Financial Planning is about building wealth...

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Nov

25

2015

The “Casino Effect”

I often ask workshop attendees to tell me “What’s the number one goal of a casino when you walk in?”  The answer I normally get is “To take your money!”  Honestly, this is partially correct. However, the real number one goal of a casino is very simple–To make sure they get you to STAY in their casino as long as possible.  They know the odds...

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Oct

13

2015

4 Money Lessons For Every College Student

College is more than just getting a diploma and locking up your dream job. If you don’t learn some basic money strategies, managing your finances will become more difficult no matter how much you earn. As I have said for years, “It’s not what you earn that determines how financially successful you will be, it’s what you don’t spend!”  Here are a few tips to...

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