In the realm of financial planning, a common misconception persists: the belief that you need significant assets before working with a financial advisor
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The holiday season is in full swing. Throughout the years our family has grown to include new family members from different cultures and traditions. As we
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Given my profession, I’ve often wondered,” What are the most commonly used words or phrases in finance?” What would you think? Money, the stock market
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Seven weeks ago, I was standing in a rustic, beautifully decorated back room of a local restaurant, toasting my son and soon-to-be daughter-in-law on the eve of
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The Importance of Financial Planning in your Earning Years Benjamin Franklin said it best. “Don’t put off until tomorrow what you can do today.” Though this
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April takes its name from the Latin word Aperire, meaning to open. Naturally, my mind goes to the opening bell of the NFL draft at the end of the month,…
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So, I have two sons who have flirted with college football. One, a quarterback, opted to forego several college football opportunities turning instead toward a
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Those that know me, know that I love horses…I might have always been a bit obsessed with them. Life in western times seems idyllic to me in many ways. There…
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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving…
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Worry is defined as a state of anxiety and uncertainty over actual or potential problems. That’s the noun form of the word. I’d like to focus on the verb form,…
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As you climb the corporate ladder, the financial rewards can be lucrative. It can also present some unique challenges for your overall wealth plan. What is the
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Financial Stewardship is often described with words such as planning, management, attention and care. All good words. All right on point. The key, though, is
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