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Our Retirement Reality
We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an...
View ArticleThe Most Important Dress Rehearsal
Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year. We also prepare for every major life event, including...
View ArticleStop It! Just Stop It!
Every day we are engaged in a battle. You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success. It’s the War for Your Wallet. How...
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7 Secrets to Find the Right Financial Coach
How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your...
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What Would You Do?
What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few...
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