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20 Second Advisor: 5 Financial Goals for 2020

The New Year is a great time to think about what you want to do or accomplish for the upcoming calendar year. It is also a time to calibrate and “re-center” your financial plan. Here are 5 regular rhythms that I recommend building into your annual financial check up in early January. Net worth– Calculate…

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20 Second Advisor: Your Time

Kind of related to the last blog post which challenged us to think about the long term purpose of our money, I challenge you to think about your TIME this holiday season. How are you spending your time each day? Are you allocating it to the things that are most dear and important to you?…

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20 Second Advisor: Time to Refi?

Mortgage rates have dropped in the last month to the lowest rates since 2016 (see chart below). At the same time, many homeowners have seen their home value increase over the last few years. Now could be an advantageous time to refinance your mortgage to pay down debt, renovate your house, get rid of PMI,…

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20 Second Advisor: Vacation Home – Rent or Buy?

vacation home

It’s summer time. And that means vacations. Families feel the draw of buying a 2nd home while they’re on vacation. On the trip to Florida, couples may think, “Wouldn’t it be great if we had a beach house?” Before you dig into the financials of buying a 2nd home, here are the top non-financial questions…

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20 Second Advisor: Market vs. Personal Headlines

At some point, you have probably heard one of us say, “stay the course.” Too often the philosophy is interpreted as “do nothing.” That is a shame because sometimes, “doing nothing” is exactly what you should do.  Consider these points when the market headlines seem dire: There are two types of headlines: Market headlines and…

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