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    Financial Planning

    Fear Gets a Voice, Not a Vote

    Love or fear There's someone I've worked with for many, many years, a longtime consultant and friend. We've had some deep conversations over the years about leadership, about business, about competition, insecurity, money, all of it. Quite a while ago, that friend introduced me to an idea that has stuck with me: almost every emotion we experience can ultimately trace back to two things, love or fear. It almost sounded too simple when I heard it the first time. I probably thought it was a little soft, actually. But the more we talked about it, the more I started noticing it everywhere.

    Is Indexed Universal Life Insurance (IUL) Worth It?

    Is indexed universal life insurance (IUL) worth it? For the vast majority of people it is sold to,...

    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the...

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    BUILDING A NEW LEGACY: PETER KALIANIOTIS ON DEBT, INFLATION AND BECOMING A FINANCIAL ADVISOR

    what happens when the life you know disappears?

    What the Celtics Exit Teaches Us About Investment Discipline

    KEY TAKEAWAYS Being ahead is not the finish line. It is the moment that demands the most awareness....

    Know the Count: Why Investment Discipline Beats Reaction

    KEY TAKEAWAYS "Knowing the count" in investing means understanding when conditions favor you. When...

    The Gap Between Your Tax Return and Your Financial Plan

    Would you rather pay 33% tax on $100,000, or 33% on a million dollars?

    The Ground Beneath Her Feet: Ashley Cotler on Starting Over, Survival, and Financial Literacy

    When the Worst Happens, What Holds You Together? There were two moments, Ashley Cotler says, when...

    Building Generational Money Habits: What We Learned from Families Who Started Early

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