Mistakes to Avoid

Why Performance Isn’t Always the Best Measure

Your mutual fund got clobbered in 2023. You’re wondering if your mutual fund manager is out of sync with the times. How long do you wait before you dump him/her? Therein lies the problem with looking solely at last year’s results—they are so…last year. To fix something that’s not working, you have to analyze not […]

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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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About Those Great “Rewards” Cards

With inflation lingering like a chronic cold, everyone is looking for ways to stretch their dollars.  Credit card companies know this. That’s why we constantly get all those offers for “rewards cards.” Use card X and get airline points…card Y and get “free” hotel stays…card Z and get cash back. You’d be nuts not to

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Five Financial Potholes (and How to Fix Them)

After two years of masking up and shutting down, we stir-crazy Americans are traveling again!  Beaches are packed, Disney is bustling, and national parks and campgrounds are turning away visitors. Our renewed wanderlust means a reintroduction to a regular feature of road trips: potholes!  We’ve all had the unpleasant experience of driving along and hitting

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What Airplanes Can Teach Us About Money

In my financial planning practice, I meet with a lot of “Type A” entrepreneurs. Their number one question? “Couldn’t I be doing better with my money?” I always have to smile. These driven individuals are used to optimizing everything they touch—or at least trying to. If they have three rental properties today, they want to

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Four Components of a Good Succession Plan

Though he was past traditional retirement age, he was living every businessperson’s dream. A healthy company. A strong management team. The freedom to come and go.  “Maybe it’s time,” he told me. “Time to pass on my business to my adult children—even though they’re not actually in the business. I’m thinking that if they’d just

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About that Financially Irresponsible Person in Your Life

We’ve all got them. People in our lives who live in a chronic state of financial mess. When it comes to money, they habitually make poor choices. There’s the friend who overspends. Despite his big salary, he’s got even bigger debt. There’s the parent who under-saves. The sibling who comes to you annually for “just

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