Financial planning is a process that a Financial Planner will take you through in order to guide you to your financial goals. But goals can be a long ways off, so it’s not just a set-it and forget it activity.  The space between “determining goals” and  “reaching goals” is where the magic happens.  A Financial…

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The answer is, it depends. That may sound surprising since I enjoy advising people on financial matters, but not everyone is in need of professional financial advice.  It really starts with understanding what type of financial advice would benefit you since there are different types of advisors.  For example, there are some advisors who offer…

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I’m a newer Registered Investment Advisor with my financial planning and investment advisory business officially coming online in 2015.  I’ve been in financial services for close to 30 years, and I have seen all types of financial practitioners.  There are many financial advisory models that serve different types of clients, focus on different types of…

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Having access to financial information online and via mobile is the norm now, but that’s led to the need to access multiple accounts in order to get a complete picture of your financial situation.  Investment accounts, bank accounts, mortgages, lines of credit, auto loans, credit cards, and the list goes on, are all potential accounts that…

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Knowing and accepting who you are in terms of your behavioral tendencies can help make you a better and smarter investor. As a 20+ year financial services training leader, I’ve always taught my students how to diagnose themselves (and their clients). Once you know what you’re dealing with, you have a better chance of making…

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