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Becoming A Financial Advisor: My Origin Story
My path to becoming a financial advisor has not been a smooth one. However, it has afforded me life lessons that fuel my passion and the work I do for my clients. I have been challenged by my colleagues to author my origin story as a means of sharing those lessons as well as providing […] -
Turning Savings Into a Retirement Paycheck
When the stock market is near all-time highs, smart investors feel confident as they reflect on the strategies that have made them successful. As their wealth has grown, they have benefitted from many of the advantages of savers. This includes buying the dips, rising income and savings, and tax-free growth in their retirement plans. However, […] -
3 Retirement Mistakes Even Smart Investors Make
Experience is not the same as expertise. Confusing the two creates the potential for mistakes as smart investors approach retirement. In his book Outliers, Malcolm Gladwell popularized the idea that it takes 10,000 hours of experience to become an expert in a particular field. Smart investors spend thousands of hours saving and investing during their […] -
What 2020 Taught Me as a Financial Advisor
I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […] -
Home Economics and Financial Balance
In middle school, I took a class in home economics that taught me skills to run a household like a tight ship. I learned to sew (a sweatshirt) and cook (using baking soda when I should have used baking powder). My teacher, Mrs. Phelps, knew a lot about managing a high intensity household as her […] -
Leading with Purpose Introduction
Why would a financial advisor host a podcast about leadership? This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […] -
Thoughtful Investment Process
A brokerage statement can be a neat, orderly presentation of chaos if we focus on the wrong things. What if we had a sense of what our investments should be doing, not just what they did? What if we made a thoughtful investment process the norm? Case in point: Compare your statements from the end […] -
High Value Decisions When Nearing Retirement
…The most optimistic psychology is always applied when things are thought to be going well, compounding and exaggerating the positives, and the most depressed psychology is applied when things are going poorly, compounding the negatives. This guarantees that extreme highs and lows will always be the eventual result in cycles, not the exception. We have […] -
Is An Annuity Right for Me?
No doubt you have heard of annuities. Maybe you have even kicked the tires on an annuity before, wondering about the downside to something that sounds so good. If you are curious about what annuities are, if you are unsure if they make sense for you, and especially if an insurance agent who isn’t a […] -
When You Want to Sell a Business and Need a New Advisor
It started as a sneaking suspicion. Then it became a wistful conversation with your spouse on a long, tropical vacation. Now, you think it might be time to get serious about it. It’s time to sell your business. Who do you call first? A new financial advisor. The Epiphany “I have four advisors but I need […]
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