The Greatest Risk to Your Financial Success

There are a lot of risks to having financial success.  One risk is spending too much.  Even spending an extra $5,000 per year over your sustainable spend rate can have a significant impact on your long term financial picture.  Another…

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You Have Two Months to Live…

What would go through your mind if you were suddenly told by your doctor that you had two months to live?  Would you be prepared?  What would you do?  How would you choose to live the remaining time that you…

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The Importance of Financial Planning

There is a compainion podcast for this post avaliable. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. When major life events occur, you might wonder “What will this change bring?” or “Can…

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Should I Invest in China in 2016?

China has started 2016 off with a bang! Here’s what’s happened thus far. The Shanghai Composit Index (SCI) fell 11.96% during the week of January 1st through January 7th, making it the worst week in the history of the Chinese…

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Fighting Elderly Fraud

There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…

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2014 Year End Tax Tips

Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…

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