Posts Tagged: Financial Planning

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You can’t avoid it; it’s coming, and there’s nothing you can do about it. No, not the fiscal cliff; rather, the annual ritual of making New Year’s resolutions! Our good intentions to make changes that will improve health, relationships, eating habits, etc. often flounder. 80% of all such resolutions, on average, fail by January 20! For those resolving to improve their financial standing in the coming year, we offer the following...

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As another calendar year comes to a close, we have opportunity to reflect on what has been an interesting, trying, exciting and tumultuous twelve months. The list is long and the emotions are high. Elections, Ebola, World Cup, ISIS, Ukraine, Economy, Immigration, and on it goes…as it does every year. On a more personal level, most investors have probably experienced changes in their family, career, health, goals, and/or finances. All things...

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If you were considering eye surgery, chances are you’d do some research to raise the probability of a successful outcome. You’d likely want to know which procedures offer patients the most vision and clarity. You’d want to know which doctors perform that procedure and about their experience, success rate and overall cost. You’d want evidence to support your decision; you have one set of eyes and your vision is crucial. Medical...

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Nearly 500,000 Americans fall under the loose description of “financial advisor” as their profession and, typically, most are happy to manage your money for you. However, less than 7% of these advisors actually provide any level of critical advanced personal financial planning, which essentially addresses all of life’s other financial complexities outside of their client’s portfolio of assets. In addition, most investors are not aware that there exists a difference...

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