• The Value of a Plan
    What Financial Advice is Not (or shouldn’t be) It can be hard to explain what exactly it is you do as a financial advisor. It makes marketing hard. The best we can do is inform people of what we do, and when they decide they have a planning need, they think of us. There are…
  • Overcoming Imposter Syndrome & Charging What You’re Worth
    Like many, I struggle with Imposter Syndrome. This month I did something I was so scared of, but now that all the paperwork is filed I just feel a sense of relief. I raised my fees Nothing too dramatic. Still perhaps below industry averages, but moving in a healthy direction. Those averages are skewed towards…
  • How to Get Started Investing
    How does one get started investing? Time is your best friend when it comes to investing. Starting as soon as possible is going to give your investments the most time to grow. We have a saying “Time in the market beats timing the market.” This is to say that it is better to invest for…
  • Retirement Age: The Benefits of Waiting
    What is Social Security? Social Security was designed to provide Americans with income after they retire. You can begin taking social security at age 62 (as of the date of this post). However you will receive less benefits than if you waited until full retirement age. Because of this it might be beneficial to some…

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