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Financial Planning Lessons from Your Grocery List
A grocery list and financial planning may have more in common than you think. Both are created with purpose by outlining necessities with some degree of time sensitivity. Both allow you to get more done instead of organizing items in your head. Consider these tips...
Suggested Reading
Try a new approach to your goal setting this January, read this book; Atomic Habits, An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. New year’s resolutions are good, but often lose their stickiness as life gets busy. Many have a...
Strategies
In two weeks, a new year begins. What financial strategies can assist investors in getting closer to what they want? Knowing what you want to accomplish and when before investing a dollar is valuable. The difficulty is many don’t have the answers they need when...
Figuring it out
Planning for retirement can mean different things to different people. The word “retirement” may cause some to keep working indefinitely while others may be counting down the years/months/days. I believe it’s important to think about what you will do in retirement...
It’s good to give
One question that comes to mind when thinking about giving is how much? How does one determine the correct amount of a gift? It’s a personal decision, there are no right or wrong answers. Giving is a popular topic around the holidays, here’s some considerations...
Who We Serve (part 2)
Last August I wrote about who we serve and the similar traits our clients share. Each household is unique and has their own goals. What’s driving the trend in similarities? In our business and all businesses, it’s important to know who your clients are. What do...
Coach K advice
Coach Krzyzewski spent 42 years as head coach at Duke University men’s basketball team. Upon retiring earlier this year, he had some decisions to make. Where does he go, what does he do? After spending four decades at a single employer and collecting 13 final four...
Tricks or Treats
This year there seems to be more tricks then treats when it comes to investing. Tricks are sneaky and can cause a disciplined investor to abandon their plan and portfolio at the worst time. Treats on the other hand are more satisfying yet arrive slowly. They require...
Financial Success
Can you have financial success in a down market? I believe so. It’s easy to be pessimistic when markets are down, this can look smarter than being optimistic about future. I’m a realist and believe ongoing planning and strategy makes optimism possible. Here’s my...
STS Race Report
The trees were full of color as the grey cliffs surrounded me on a 10-mile swim through the Tennessee River gorge. After completing a 6-mile swim earlier this summer, I wanted to test myself and see if I could go further. My curiosity persisted and there was only...
You’ve got mail!
Sunday October 9th marks World Post Day, recognizing postal services around the globe. Most of our communications today have moved electronically to phones and computers. Where would we be without text messaging and email? Yet, receiving a birthday card is still...
Save, Invest, Spend
These three words are very powerful when you right size them to fit your financial decisions today. Saving to cash reserves for opportunities and planning margins. Investing for future wealth. Spending the rest with confidence. In a declining market, this approach...
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