Do you have an Aging Plan?
No one likes to think about getting old, but it’s an eventuality that we cannot escape. Sooner than later we should...
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Investing with Purpose
What is the difference between investing and having a financial plan? While investing can be fun and invigorating...
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Strategies to Pay Less Tax
As we are now in the thick of tax season, I get asked frequently “how can I pay less in tax?” While you should usually...
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Be Careful When Tidying Up Your Documents
Marie Kondo and her show Tidying Up on Netflix seemed to strike a chord with many people and now everyone is clearing...
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Financial Missteps
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make...
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Control What You Can
The pain being inflicted by a diversified set of asset classes in 2018 hasn’t been witnessed since Don Mclean’s American...
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How to Effectively Use an Annuity
Annuities come in many different shapes and sizes but at the foundation they are an insurance product that issues some...
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Double Up Tax Strategy
We are in the last quarter of the year now and the holiday season is right around the corner. People are preparing by...
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Is Diversification Dead?
With recent wide performance differences between stocks (16.07%) vs. bonds (-4.00%), US (16.07%) vs. Non-US (-1.61%)...
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Active vs Passive Investing Debate
In my 13 year career as a financial planner I have not typically condemned certain products. All products have a purpose...
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What is Sustainable Investing?
Sustainable investing is the idea that businesses can provide a net benefit to our society through their services or...
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How to Reduce your Tax by Picking the way you Calculate Cost Basis
A simple way to reduce your tax liability can be to change how you calculate your cost basis on holdings that you sell...
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