Financial Advisor

The Problem of Dying Without a Will

NFL quarterback Steve “Air” McNair was rich and famous.  About a year after retiring from football in 2008, the former Tennessee Titan star died of sudden onset acute lead poisoning (a polite way of saying “his girlfriend shot him”).  That’s when the world found out about McNair’s intestacy (a fancy way of saying “he died […]

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5 Reasons You Need to Engage in Long-Term Financial Planning

The movie classic Gone With the Wind ends with Scarlett O’Hara…procrastinating.  “I’ll think about that tomorrow,” she declares in her exaggerated Southern drawl. “After all, tomorrow IS another day.” I can’t tell you how often I meet people who embrace that “later” mindset when it comes to their financial futures. They say things like, “I

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Keeping Your Emotions from Hurting You Financially

How much does confident optimism matter in the marketplace—for job hunters, salespeople, entrepreneurs, and investors?  That’s the subject we began exploring last week. We said that every person has a built-in emotional thermometer that measures how they’re feeling from one situation to the next.  Some “run” a higher emotional temperature. That is, they’re usually “up”

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Are You a Victim of Your Own Business Success?

Ron and Sharon started a little side hustle…that unexpectedly morphed into a booming business. Initially, all those happy customers—and that sizable bump in income—were thrilling. But in time, their growing enterprise became a 24/7 obsession. Says Sharon, “At first, it was fun telling people, ‘We’re business owners!’ Now it’s more like ‘Ugh! This business owns

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Is Marriage Good for Your Financial Health?

There’s an old maxim that “Two can live as cheaply as one.” Is that true? Or is it what people used to call “an old wives’ tale”? Consider… In 2006, in a State of Our Unions report from the Institute on Marriage at Rutgers University, Barbara Dafoe Whitehead declared, “Marriage is a wealth generating institution.” 

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