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Avoiding the Pitfalls of Windfalls

We often see clients, whether new or current families we work with, come to us after receiving a large sum of money, frequently from an inheritance or life insurance payout. Now, some people immediately go into lottery winner mode and start spending like mad. But we know if…

From Gambling to Investing

For lots of people, starting out investing in the financial markets feels a lot like gambling. It can be scary for even seasoned investors, but if you don't know what you're doing, well, it's next to impossible to develop a strategy that will work for you long term. Sure, it…

Seeing the Big Picture

Last week we got to witness the first round of the NCAA Sweet 16 followed by the Elite 8 games, and I think we can all say, wow! Buzzer beaters and upsets made it a fun few days of hoops for sure. It looked to me like Arizona, favored to make the Elite 8 or perhaps go even…

Navigating Market Madness

In the field of finances, money, financial markets and investing, to say things can get complicated is an understatement. Much like making March Madness bracket picks, people usually take one of three approaches to investments: they over-analyze everything trying to get the…

What Makes Us Different - And Why That Matters

At Family Financial Partners and FeeForPlan.com, we do things a little differently than many firms. But we're not different just for the sake of being different - there's always method to our madness. Last week, we talked about our approach to planning, rather than simply…

Cleaning Out Your Financial Junk Drawer

Every year about this time I try to go through some of the clutter in my house. Invariably, I get to my sock drawer and find about eight socks without mates. I also usually find boxes that never got unpacked from the last move, and my basement these days seems like its sole…