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Before the year’s end, in the midst of the holiday events, travel, and overall busyness, the last thing you want to think about is tackling your finances. But considering how finance-related resolutions are the third most popular New Year’s resolution1, why don’t you give yourself a head start on next…

  • As the fall approaches and football season begins, each team has a new energy, a fresh game plan, and oftentimes, a new coach. A new coach brings a different strategy, culture, and mindset. When a new coach arrives, expectations are higher, but remain realistic as fans know winning a championship takes time. With that said, I’m going to argue for a coach who has staying power. Remaining with the same team or school has a long-term impact and provides a consistency that develops into success. John Wooden, the legendary UCLA basketball coach, said it best, “It takes time to create…

  • Whether we attribute it to a decline in marriage rates, poor job prospects, student loan debt, technological improvements, or generational shifts, times have certainly changed for young adults. One major topic which my clients bring up centers around their adult children moving back home. While this was not a common conversation ten years ago, I come across this topic more often nowadays. I’ve heard statistics such as “a third of young people, or 24 million of those aged 18 to 34, lived under their parents’ roof in 2015”, and look at it as my job as an advisor to provide…

  •   There are some great advertisements that show you retirees traveling, gardening and enjoying their hard-earned reprieve from the workforce. It gives a great glimpse of how good retirement can be, giving folks something to strive for. However, it’s not the only reflection of retirement. Sometimes there are valleys to go along with those peaks, and one of the most distinct valleys that are experienced in retirement is mounting health care costs. The financial weight of health care can start off with small steps, or small pills to be precise. Nine out of ten people 65 and older have commented…

  •   The one constant in life is change. It sounds cliché, but it’s very true. Almost everyone will have a moment where change will rock the typical steadiness of your life. A health scare. An unexpected job change. Divorce. A significant drop in the market (i.e., a bear market) as you’re on the verge of retirement. These shocking twists can make us want to scramble and take immediate action to right our suddenly turned around world. However, sometimes the simplest solutions are the best. When coping with physical imbalance, the key is to focus on a stationary point.1 This allows…



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