Investments

The Accountability Gap

The Accountability Gap

The accountability gap is the difference between "who you think you are" and "who you are." You might say that retiring early and being financially independent is a priority. Still, if you are not saving for retirement, there is a gap between your values and action....

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Protect Your House

Protect Your House

Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure rates of return are important but financial planning is much more in-depth than people realize. Protection isn't sexy...

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How Do Mutual Funds/ ETF’s Work?

How Do Mutual Funds/ ETF’s Work?

Mutual funds are one of those terms we hear frequently but no one stops to explain what they mean. You likely have a general understanding, though this article will hopefully clarify some things to give a basic understanding of what a mutual fund is. We will also...

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Pac Man:  Financial Planning Edition

Pac Man: Financial Planning Edition

Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen.  However, you can power up by collecting the fruits of tax planning, investment management, employee benefits, insurance planning, and estate planning. The winning prize is a...

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The Non-Qualified/Taxable Account Dilemma

The Non-Qualified/Taxable Account Dilemma

High earners must be especially careful with asset location.  After all, you can only contribute so much to your 401k/403b plans. After maxing out employer-sponsored plans and retirement accounts, you are forced into looking at non-qualified (taxable) account options....

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$1M Decision: Simple vs. Compound Interest

$1M Decision: Simple vs. Compound Interest

Consider you have $1M and you were given 2 choices: 7% simple interest for the next 30 years or 5% compound interest for the next 30 years The beauty of compound interest is that your interest begins to earn interest. Over a 30-year period, the compound interest...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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