Financial Advisor Insights

Should Married Couples Combine their Finances?

What's the best way for married couples to manage their financial life? This is a true "iceberg" question - seems innocuous enough but there's a lot going on under the surface. There can be a wide […]

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The Stories We Tell Ourselves About Money

Growing up, kids are taught very simple facts about money: you need to earn it to pay your bills and save it to retire and buy things you want along the way. Yet, as we get older, these basic facts […]

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How to Raise Financially Savvy Kids

By the time they graduate high school, many children learn everything they know about money by observing their parents. Personal finance is completely absent in most K-12 school curricula, so if […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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