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How to Make Room for Your Passion in Your Life and Your Budget
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What Does Working with a Fee-Only Advisor Mean for You?
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ABCs of Behavioral Biases; An Introduction
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Equifax Compromised Your Identity; Lock Down Your Credit.
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Women and Retirement Planning: There’s Still Time to Learn

How to Make Room for Your Passion in Your Life and Your Budget

Most of us have something that we absolutely love to do — and it’s usually a passion that allows us to express ourselves and our creative sides. Whether it’s music, art, writing, volunteering, or consistently picking up something novel and learning something new, we all have a passion or two that’s important to us.

But as you’ve probably noticed, life often gets in the way of that passion.

Why don’t we do what we love more often? In most cases, there are two major roadblocks that get in the way of pursuing your passion: time and money

If you want

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What Does Working with a Fee-Only Advisor Mean for You?

An Advisor who is compensated by only YOU, the client: Working with a Fee-Only advisor means that the advisor is only compensated by the fee that they charge, not by any commissions. The fee could be charged hourly, or it could be calculated as a percentage of a client’s assets under management (AUM), or even … Continue reading What Does Working with a Fee-Only Advisor Mean for You? Read More

ABCs of Behavioral Biases; An Introduction

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards. All the while, we rush into nearly every move, only to fret and regret them long after the deed is done.

Why Do We Have Behavioral Biases?
Most of the behavioral biases that influence your investment decisions come from myriad mental shortcuts we depend on to think more efficiently and act more effectively …

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Equifax Compromised Your Identity; Lock Down Your Credit.

Equifax, one of the three credit monitoring services, admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population). The hackers exploited a website weakness from mid-May to July. Equifax learned of the intrusion on July 29th but did not disclose the information to the public until 40 days later on September 7th. The credit breach is about as bad as you could expect a breach to be. Much of the data acquired is timeless information that could be used for years.

The result of this …

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Women and Retirement Planning: There’s Still Time to Learn

In “Retirement planning for women: It’s never too late to learn,” bizjournals.com interviewed Melissa Brown, the CEO of a wealth management firm, has helped a number of young widows and wants women who rely on someone else to take care of the finances and retirement planning to know that it is not too late for them to learn.

“We have a stereotype of an elderly couple aging and when one passes away, they have their adult children or family members to help the surviving spouse manage their finances. However, what happens when we have a 45 year old

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