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Suggested reading Summer Edition 

Suggested reading Summer Edition 

Here are some of my favorite books, just in case you are looking for something good to read while you are relaxing this August – or any time really.  Whether you’re on the beach, at the lake, or just relaxing at home – or really anywhere in between – I would invite...

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Values

Values

Have you ever stopped and reflected upon your personal core values?  What do you hold as important and sacred in who you are and the work that you do?  Recently, as part of my homework with my coach, I was asked to list out my core values and explain what our...

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Teenagers & Money Part II

Teenagers & Money Part II

I wrote about teenagers & money, part one, here.  This is a follow up on how to approach a conversation on money and spending with your teenager. Clearly, this is a different summer for many families.  Teenagers who have jobs are fortunate and may turn to their...

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How much cash?

How much cash?

So how much cash is enough for you and your financial plan?  I’m referring to your short-term reserves, emergency fund, and perhaps a future fun account.  We covered why you need cash, how to segment it based on purpose, and its impact on your financial plan here. ...

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Purchasing a car

Purchasing a car

In the market for a new car or truck? Perhaps you’re in the market for a used one?  Over the past several months, a number of our clients have reached out for guidance on acquiring another vehicle for themselves or a family member.  Often, questions surround this...

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How much cash?

Managing Debt

At some point in your life you’ve likely had to address a debt payment.  It may have been after college graduation when those student loan payments began, or it may have been later in your professional career when you started paying-down grad school or law school...

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Purchasing a car

Personal check up..      

I’m really looking forward to this holiday weekend and, believe it or not, the second half of the year. Where did the time go?  This is a great time to review the status of your “financial house” and other life planning decisions that may have been pushed off.  It’s...

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Hiring a coach

Hiring a coach

All great athletes at the top of their game have a coach.  Often, they may have several coaches that work on unique aspects of their game so they may perform at the highest level.  Coaches are not limited to athletics, some of the top performing professionals in their...

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How to select a financial professional?

How to select a financial professional?

In the coming week there is a fair bit of change arriving on the financial landscape.  As a consumer, the financial professional with whom you choose to work with will have more disclosures to provide you in your ongoing relationship.  Here’s what you need to be aware...

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Purchasing a car

Up Down

A lot of discussion has taken place about the recent volatility in the market.  Big swings, up and down, are now the norm.  Some have speculated that the waves have been caused by gamblers looking for a quick win.  “It’s hard to bet on your team when no teams are...

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