A pressure relief valve on a water heater allows excess pressure to escape so the tank doesn’t explode!! This made me think of assessing financial risk. I was recently working with a client to analyze a large financial investment. There are many unknowns and some risk involved, so we walked through each scenario and identified…

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I just finished a book about becoming less distracted so you can live out your highest purpose. Have you ever become distracted from starting or finishing a financial goal? It happens to all of us so don’t feel bad. Just do something about it! My wife and I have a financial goal that’s been hanging…

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Helping people get their estate plan in order brings me a lot of joy, because there is a deep level of satisfaction that comes from knowing this area is buttoned up. It’s an easy task to put off until “tomorrow.” Here is a quick rundown of how assets are transferred upon death: That said, if…

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I am taking guitar lessons. It’s been a goal of mine for a while, and I realized I needed the face to face instruction and accountability to give myself the best chance of success. My instructor keeps telling me…”I’d rather you practice 15 minutes a day than ONLY 2 hours on Saturday!” This made me…

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“Automate your priorities and they will happen…automatically!” It sounds like a joke, but it’s such a powerful financial planning tool. l’ve also heard it said this way…”direction, not intention, determines your destination.” Here are some common financial priorities that can be easily automated: When you know that your most critical priorities are happening in the…

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