The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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We’re accepting new clients
Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn...
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Mass-produced financial advice
Not to be confused with quick lube financial advice, mass produced financial advice is what you find in personal finance magazines and on money...
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An Intro to the Five Uses of Money
Money is the leading cause of stress in America, the leading cause of divorce in America, and doesn’t rank in the top five factors that lead to...
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12 ways an excellent financial advisor adds value
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your...
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Quick lube financial advice
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my...
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