If you think money can’t buy happiness, you’re not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn (University of British Columbia) and Michael Norton (Harvard), two rising stars in…
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4 High-Income Financial Mistakes
Like many of our clients, you’ve probably made a good living for yourself, with a steady, high income and a comfortable retirement on the horizon. That’s great! But it doesn’t mean that you’re immune to…
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What Are You Teaching Your Kids About Money?
You know your children have a lot to learn. But out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should be near the…
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How Commercial Real Estate Brokers Can Prepare for a Market Downturn
Many will say that the best way to handle a market downturn is to reign in your spending, hunker down, and wait it out. While that advice is effective in the right time and context,…
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$1 Million Isn’t What it Used to Be: Debunking the Million-Dollar Myth
Does anyone remember the days when $.86 bought a gallon of gas? (1) Or when a new home cost about $96,000? (2) Those were the same days that $1 million could buy you anything and everything, and…
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We Are Here for Your Friends and Family This Holiday Season
Life, even in normal times, is full of change. Then we have a wild year like the one we just walked through and it’s hard to remember what the world was like pre-2020. Thankfully, you…
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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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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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