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    The Problem with Longevity Risk

    When I think about my children, my family, the fact that I am able to move my body at will, it’s not lost on me how fortunate I am. Throw in a guitar, and you have the happiest person on Earth. Of course, it’s wonderful that I can financially afford to live a certain way. I’m not naïve about the fact that money eases a lot of things. But I’m equally lucky to have arrived at a perspective on my life, where I can make distinctions between the things I truly need and the things that are simply nice to have.

    5 Questions To Ask Before You Invest

    While throwing money into a savings account is crucial to building your emergency funds, this alone...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    Homeschooling During COVID-19 and Beyond

    If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....

    Making a Safe and Successful Transition in Quarantine

    It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...
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