I Love Financial Markets: Love Letter #3
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I Love Financial Markets: Love Letter #3

We’ve likely all experienced a local farmer’s market.  These are lovely places where sellers of delicious, locally grown food come together to offer their goods to buyers.  It’s a simple picture of a market at work.  Similarly, a local real estate market is more complex but still easy to understand.  Buyers and sellers are brought…

I Love Financial Planning: Love Letters #1
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I Love Financial Planning: Love Letters #1

With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work.  The first is Financial Planning. Nick Murray said, “Money is Love.”   Those two words, Money and Love, conjure all sorts of thoughts, feelings, and emotions.  When joined together and saying each equals the other, I…

Estate Planning Around the Holiday Table?!
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Estate Planning Around the Holiday Table?!

Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea is that with all the family together, let’s be on the same page about mom and dad’s wishes. I imagine someone passing the mashed potatoes and being asked if they would be willing to serve…

How a ROTH IRA Could Save You Big Time in Retirement
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How a ROTH IRA Could Save You Big Time in Retirement

In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update your kitchen or be a really generous grandparent.  From where will this extra money come? Retirement portfolios are typically made up of a mix of different assets that are all taxed differently when withdrawn.  With…