Financial Planning Blog
Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…
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Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…
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You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…
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Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…
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Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…
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As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
Read MoreRead the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter
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Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…
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Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…
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Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…
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To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…
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We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…
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After inquiring with our clients, it seems that many are not particularly active in logging on to our various online sites. …
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