All About Emergency Funds

All About Emergency Funds

The basics on a foundational planning topic. In the world of personal financial planning, some of the simplest steps are often the most overlooked. A short list of common oversights are: not having an umbrella policy, not buying long term disability insurance,...

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A College Graduate’s Guide to Financial Planning

A College Graduate’s Guide to Financial Planning

You have your degree, now what? College graduation is an exciting time.  It’s an educational milestone and a great time to celebrate with friends and family.  After the week or so of celebratory events, there is an inevitable realization that your first day...

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Thoughts From a Busted Bracket

Thoughts From a Busted Bracket

"And when it’s done,win or lose,you always did your best,cuz inside you knew…One Shining Moment, You reached for the sky,One Shining Moment​, You knew,One Shining Moment, you were willing to try,One Shining Moment…." -Luther Vandross (This song is one of my favorite...

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How to Invest When the Market is at All-time Highs

How to Invest When the Market is at All-time Highs

Have you ever wanted to invest, but stopped short by asking yourself this question? “The market is pretty rough right now, maybe I should wait until it recovers before investing.” Then you wait… and you end up asking the following question: “The market is at all time...

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The Experience Loop

The Experience Loop

“Your personal experiences with money make up maybe 0.00000001% of what’s happened in the world, but maybe 80% of how you think the world works.”-Morgan Housel If you have young children, you likely understand the importance of routines.  Kids thrive on routines...

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It Takes A Team

It Takes A Team

It’s Super Bowl weekend! You know what I’m tired of hearing though? No, not Taylor Swift complaints (I actually think she is helping football more than hurting it). It’s Brock Purdy vs Patrick Mahomes commentary.  All of my favorite sport’s shows want to talk...

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Enough

Enough

“Whoever is not in his coffin and the dark grave, let him know he has enough.” -Walt Whitman My daughter received a new piggy bank for Christmas (classic financial planner gift right there).  She upgraded from her one eyed pink pig to a bank that looks like the...

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Reader Question: Should I Pay Off My Mortgage Early?

Reader Question: Should I Pay Off My Mortgage Early?

This is probably one of the most frequent questions I get from clients and prospective clients. With the rise in mortgage rates the past 18 months, it is more relevant now than ever.  So, should you pay off your mortgage early? I believe this question has two...

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