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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The inbox ignites with recognition of years of hard work – your child has been accepted into college! As college acceptance letters go out across the nation, many parents and students are struggling to decide how to pay for it all. With the cost of an undergraduate degree having risen 169% from 1980 to 2020*,…

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The chain of banks behind Zelle, which is owned by seven banks total, including Chase and and Bank of America, are planning to launch their own digital wallet. This wallet will jump into the increasingly-crowded field of digital wallets, dominated by the likes of Apple Pay and PayPal. For the tech companies that have so…

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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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