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What’s the difference between a financial advisor and a financial planner? Between fee-only and fee-based? Between CFP® and CFA®? Read more

Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. Read more

Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is acting in your best interests? With so many opinions and convincing sales pitches out there, it can feel like an impossible task. Read more

David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy is that you have one you can stick with.” Read more

While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more

Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Read more

Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more

I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. Read more

A frequent topic of discussion with my friends and family is health. I love learning new ideas and strategies for being healthier. Sadly, implementing all the new ideas is much harder than talking about them. Read more