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Cure the Disease or Treat the Symptoms? – Part 1

There are many similarities between physical and financial health. As financial advisors, we often are confronted with the same dilemma that physicians face; cure the disease or treat the symptoms? In Part 1, we will look at curing the disease and in part 2 we will discuss treating the symptoms. In a perfect world, we […]

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Financial Freedom

Financial goals are as different as the people behind them. Regardless of the specifics, for most individuals, a sense of financial freedom is what the goals represent. At the time we celebrate our national independence, it is fitting that we consider the liberating nature of financial independence. Both varieties of independence require diligence to attain, […]

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Comfort Zone

What’s Comfort Costing You?

“Close your Eyes and Ignore Everything.”  – John Bogle, Vanguard Founder (Speaking to an interviewer about recent market volatility)   In a quest to avoid “risky investments”, over the past few years, many investors have flocked to what they perceive are “safe investments”. In the end, they have likely increased the chances of outliving their resources. Not […]

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Buckets

Buckets are Better

For all the gyrations over complicated financial strategies and products, one of the best methods to accomplish goals is through the use of “buckets”. That is, organizing savings into tax-deferred (retirement plan accounts) and taxable (dollars invested after taxes) accounts in order to increase long-term flexibility. Sometimes this may mean opting to “personalize“ rather than […]

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