Posts by Taylor Stanfill, CFP®

Discuss Your Money With Your Kids?

I am seeing more and more situations where a client or someone I know is going to inherit significant wealth, but their family, who is currently living and has the money, doesn’t want to discuss the details. This is usually a parent / grandparent leaving money to their kids / grandkids. Money and death are…

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Hardship Is Beneficial?

We learn like crazy when things get hard. We grow when we overcome obstacles. We get stronger when we push our bodies outside of their comfort zone. Bottom line, struggle and hardship make us stronger! I don’t think many people would disagree with this principle. Yet, in our comfort addicted world, we avoid pain and…

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Going To The Dentist

Honestly, this is embarrassing, and it’s hard for me to share. But, it does an amazing job of explaining how most people feel about their finances so I have too. As of June of this year, it had been ~5 years since I stepped foot in a dental office. Before that, I was inconsistent at…

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Greatest Pet Peeve About Your Spouse?

My wife and I were on a weekend couples trip last year for a running event I was participating in. We didn’t know the other couples very well so we began to get to know one another. Someone asked the question…”what is ONE pet peeve about your spouse?” Lovingly, my wife chimed right in and…

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Success is Like a Chinese Bamboo Tree

Like any plant, growth of the Chinese Bamboo Tree requires nurturing – water, fertile soil, sunshine. In its first year, you see no visible signs of activity. In the second year, again, no growth above the soil. The third, the fourth, still nothing. Your patience is tested and you begin to wonder if your efforts…

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The advisor who is talking is not a great advisor

Listening is one of the most important aspects of our job. We can not help our clients accomplish their goals if we don’t listen well enough to hear them. Furthermore, each client is different so we must listen with fresh ears rather than with a preconceived idea of what their priorities are or should be.…

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The Tax Deduction Trap – “Guest” Blog

I have a good friend who has started a financial planning company. He has a passion for helping his clients establish good habits and keeping them on course throughout their financial journey. So, we thought we would share a recent blog post of his. Enjoy the following by Michael Spencer with Wise Pace! The Tax…

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12 Habits of Highly Effective Entrepreneurs

These lists pop up all the time. I love them. I think it’s because I want a silver bullet that leads to drastic change and progress. The truth is, we must do the “small” things for a long time to see results. Even then, it can be hard to identify which small things contributed to…

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Debt…Right or Wrong?

It’s neither! It’s not an issue of right or wrong; it’s a matter of risk. What is debt? Debt is borrowing money to buy something and paying it back over time with interest. This includes your home, car, vacations, appliances, education, or anything else. What do debt and risk have to do with each other?…

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