You have dreams about your future—about how you want to spend your time and how you want to live a life that is fulfilling and meaningful. But how do you get there? It can be…
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Retiring Early: How Your Savings Can Last 40 Years or Longer
It used to be that you could work for the same company for 40 years and retire with a pension that would allow you to live comfortably for the rest of your life. Those days…
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How Commercial Real Estate Brokers Can Manage Their Fluctuating Income
As a commercial real estate broker, you can potentially make a lot of money over the course of your career. But the deals you manage can take months or even a year or more to…
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See A Sample Financial Plan for a High-Income 1099 Employee
It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who…
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Why I Became A Financial Advisor
Has anyone else ever chosen a career and then been miserable in it? Only me? I didn’t think so. And while I truly enjoyed many aspects of what I did in my first career, what…
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A Different Way to Look at Risk
Now that we’re almost 75% of the way through a wild 2020, I’d like to take some time to discuss risk. Risk can be a scary word to some, but I think it’s all relative…
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Investing During COVID-19… and Beyond
COVID-19 has flipped everyone’s sense of a normal life on it’s head. It didn’t forget about the stock market either. After a prolonged period of steady growth and one of the longest bull market runs,…
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The Sandwich Generation
Defining the Sandwich Generation No, I’m not talking about the 18th century invention of the sandwich by John Montagu, the 4th Earl of Sandwich. I’m referring to those at a point in life where they are caring…
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How to build a strong financial foundation in the time of COVID-19
Planning for the “New Normal” If you’re like me, you’re trying to figure out what the next steps are and when our “new normal” will settle in. I certainly don’t know when that will be,…
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