Tag Archives | financial strategies

YourFinancialTruth

Your Financial Truth

  Many otherwise successful individuals are a financial mess. Sure, they may have good incomes, live in big houses, and drive nice cars…but is that actually the measure of financial success? What is their financial truth? Are they truthfully making progress towards financial independence?   Comforting Lies or Unpleasant Truths Financial truths are often elusive […]

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ThePredictionSeason

The Prediction Season

As the popular Christmas song recorded by Andy Williams (and more recently by Garth Brooks, Harry Connick, Jr and others) says, “it’s the most wonderful time of the year.” However, this time of year can also be the most dangerous time for investors. The next few weeks will find us deep within the “silly season” […]

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Four Dangerous Investing Misconceptions

There are four dangerous misconceptions about investing that can easily unravel even the best financial plans. Many high-income earners fall prey to these misconceptions because they fit easily within the common, but errant, narrative about investing. 1. Easily the most damaging misconception is the focus on performance or outperformance. Yes, you want to earn good […]

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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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Introducing Fifty Wealth™

Over the past decade or so, we have noticed that new clients come to us much later in life than was previously the norm. This is a trend throughout the financial planning profession. Individuals that come here in their late 60’s or even 70’s likely are dealing with wealth probabilities instead of wealth possibilities. Starting […]

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