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A goal of retiring - without a plan to get there - is simply a plan to outlive your money. Retirement isn't some magical age. It's a dollar amount.

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Try Something Different With Your Goals This Year Thumbnail

Try Something Different With Your Goals This Year

Happy New Year! It's that time of year when many of us resolve to change things for the coming year. We make a list of goals that we plan to stick to for the remainder of the following year. That’s great. What's not great is that the overwhelming majority of us don't stick to those goals. I can't actually prove why but my theory is that most of us have goals that create deprivation. Meaning our goal includes depriving ourselves of something we really like doing.

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Retirement Boils Down To One Simple Question Thumbnail

Retirement Boils Down To One Simple Question

If you spent ten minutes reading economic forecasts for 2021, you wasted ten minutes that you will never get back. By the way, time is your most valuable asset. Invest it wisely. Anyway, I re-read some of the 2020 outlooks from several of the most respected and well known forecasters in the financial industry such as Vanguard, Goldman Sachs, JP Morgan, etc. You know what I noticed?

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Why Should You Pay a Financial Adviser? Thumbnail

Why Should You Pay a Financial Adviser?

Does it seem probable to you with the sources that my firm or any firm has access to might cause your long-term investment return to be at least one percent per year more than you might obtain on your own? 2.) Does it seem probable that we will save you at least one percent per year in the costs of mistakes you might make on your own that we might be able to help you not make? 3.) Does it also seem probable that we might save you at least the equivalent of one percent per year in time, energy, worry, and record keeping?

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