I often hear from new clients that have started working with me that they “wished they would have started this process sooner.” Working with a financial advisor is one of the most significant decisions you’ll make in your financial life, and studies have shown that investors who work with an advisor are generally more confident…
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We seek out second opinions in life for just about everything we do – whether we’re making a large purchase, hiring a professional for an upcoming project, or on a more serious note, a medical diagnosis and procedure. But what about inside our own financial lives? When should you seek out a second opinion on…
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As I think back on the many conversations that we’ve had this year, here are the Top 3 concerns you’ve shared with me this year: • I’ll never make up what’s been lost in the market. How long it will take me to make it back? • How will the political landscape affect the markets? • I…
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If you’ve ever been on the hunt for a financial advisor, you’ve probably seen the “10 Questions to ask a Financial Advisor.” We’ve all pushed content about it and they’re nearly all identical in substance. Questions such as: “Are you a Fiduciary” “What are your fees” “Qualifications and Experience?” “Are you a CFP® (usually followed…
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The possibility of unforeseen financial risks keeps many of us up at night. If you’ve ever been dealt a financial curveball—or you simply live in fear of one—you may be looking for some guidance on how to best prepare for the future or get yourself back on track. The truth is, curveballs will always be…
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Are you building a retirement nest egg that will last? For some people, that means they’re saving enough to pass wealth to future generations. For others, their nest egg is meant to provide just enough for what they need without having to work another day. But ultimately, most people save for retirement with the hopes…
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We live in uncertain times. The pandemic has fueled challenges in all aspects of life, including family dynamics, health, finances, and societal stability. With the wide range of concerns you may be confronted with, it’s tempting to get swept up in the frenzy, scrambling to control all of the variables, only to realize that there…
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According to Business Insider, there were 14.9 million self-employed Americans in 2021, up from 12.7 million in 2020. If you’re among the growing number of individuals who are self-employed or own a small business, you may already know that you have several options when choosing your retirement plan. Two of the most common are the SEP-IRA…
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