When you think about it, the idea of success is an interesting concept. We all aspire to it. We all reach for it. But we rarely attain it because whenever we get close to the destination, we …
Golf, Investing and Controlling the Controllable
One of my greatest joys, and greatest frustrations at the same time, is a round of golf in the summer. John Feinstein wrote an incredible book about golf where it accurately described it as “a good …
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It’s Time to Talk About Money
Let’s face it, talking about money can be described as anything from difficult to downright embarrassing. Fifty-six percent of Americans believe talking about finances with other is taboo, …
Discipline Equals Freedom: 7 Steps to Financial Fitness
At the beginning of every year, we all want to get into shape. Both physically and with our finances. We go hard in January. We sign up for the gym. We slash our budget to the bone. We even …
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Surviving Layoffs and Mike Tyson
Everyone knows that famous Mike Tyson quote: Everyone has a plan until they get punched in the mouth. We all love it … until we are the ones getting punched in the face. Twitter made headlines …
Mind the Gap
Retirement is supposed to be the light at the end of the tunnel, but how do we get the goal posts to stop moving? With markets continuing to roller coaster, one of the big questions keeping people …
Turtles, Daredevils and Double Dutch Fails
Why time in the market is better than market timing. Recession and down markets create two types of investors: Turtles and Daredevils. Turtles cover their head, hide in their shell, and wait for …
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The “R” word: 5 Ways to Recession-Proof Your Life
Today, I’m going to talk about a topic that most financial folks avoid like the plague. Yes, we are going to talk about the “R" word: Recession. I know I know, just hearing that word makes the …
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A List, a Recipe, and a Plan: Why Your Financial Strategy Requires a Supermarket Sweep
How many times have you rushed to the grocery store without a list? There you are, aimlessly wandering the aisle, tossing potato chips and cookies into your cart. You spent too much. You bought …
5 Things Young Investors Need To Know About Inflation
Inflation is a strange conundrum for most young investors. I mean, we hear the word a lot. We probably see it at the grocery store. But in terms of how it really impacts us, our lives, and our …
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