Tag Archives | financial discipline


The Anti-Wall Street Investing Strategy

Wall Street is a several block long span located between Broadway and FDR Drive in lower Manhattan. It’s synonymous with investing and corporate finance. Wall Street also represents a particular investing approach that just happens to be false. To be sure, the basic premise of Wall Street as a place for publicly traded companies to […]

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The Three Act Life

Just like your favorite play, life is organized in distinct segments or acts. Each act has a specific focus and aim. Act One is dedicated to learning, growing and building career capital. Act One might encompass roughly ages 20-45. Act Two is where you have the opportunity to save and accumulate financial capital. Act Two […]

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5 Things Financial Planning Can’t Do

It’s easy to talk about the positive, sometimes life changing value that financial planning can provide. That said, however, there are a few things that financial planning can’t do. 1. Financial Planning can’t make you a saver. Many of the prospective clients we see are way behind in saving for their financial future. The planning […]

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4 Key Questions to Ask Yourself Before You Retire

The “run-up” period before retirement is probably the most important financial segment of your life. This phase, generally a few years to a decade before retirement is fraught with danger as missteps during this time have long lasting implications. Here are the four primary questions that you should ask yourself before you fully retire. 1. […]

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Modern Family Finance

Very few clients that we see have financial issues, goals or constraints that apply only to themselves. Rather, their concerns apply to their broader, extended family which may include adult children, grandchildren, parents and others. Modern families give rise to modern family finance. In times past, personal finance was more narrow and certainly     […]

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