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6 Reasons People Hesitate to Hire a Financial Planner

A couple of weeks ago, I talked to you about why you do, in fact, need a financial planner, even if you think you have everything under control. Today, I want to explore some of the reasons we hear people give when they're hesitating to work with a financial advisor. 1.…

Invest for the Long Haul

In my experience, whether in finances, education or any other area of life, the most successful people are the ones who are constantly looking for ways to grow. Personal, professional or financial, these are the folks who think long-term instead of looking (or falling) for…

Do You Really Need a Financial Advisor?

With graduation season nearly here, lots of college seniors are about to make the transition from student to young professional. Hopefully you've already landed that first paying gig. Or maybe you finished school a few years ago and are feeling pretty well settled into life.…

Lifelong Learning

Most of the time when people come into our conference room or call us up, they want help with how to do something. Whether it's saving money, budgeting, making major purchases or signing up for insurance, they want to know how. Of course we can talk for days about little…

Smart Financial Steps After College

Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty. Direct a bit of your pay into an emergency…

YOLO And Your Money

YOLO - you only live once! We've all seen this splashed across social media, inevitably followed by photos of people doing something exciting - or stupid. (Okay, fine, we can call it a lapse in judgement if you want.) And while it's true that yes, you only live once, this…