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Find the Right Financial Advisor for Retirement

When it comes to optimizing your financial wellness, many believe that expert and unbiased financial advice is too expensive or out of reach. But that’s not always true. It’s essential that you understand how your financial advisor is compensated, so you can truly trust advice that could make or break your retirement goals. You don’t […]

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What to Know: Financial Planning for a Divorce

For many couples, no amount of therapy, date nights, chocolate or flowers is enough to keep their marriage going. When divorce becomes the only option, it’s important to start planning because the process is often emotional. That’s especially true when it comes to handling the financial aspects of divorce. You can get caught up in […]

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Stating The Obvious Is The New Normal &Raquo; Notes To Self By Mark Obrien

Stating the Obvious is the New Normal

Sometime during my Holiday Season musings, I came across two posts from the editors at LinkedIn News. Since I detected no tongues in cheeks, I took them to be evidence of the extent to which we’ve become purely reactive; that is, in the absence of critical thinking, questioning, and anticipation, we observe and react. That’s […]

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Breaking Down The Future – Your Retirement Roadmap

How I Got Started I started out going to college and learning that I was extremely interested in working with numbers. After graduating, I decided I wanted to pursue becoming a CPA. After I finished up my Master’s, it was around 2008 and as many are aware, the market crash happened, so I ended up […]

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6 easy New Year’s resolutions for health and wealth

Good night holidays, good morning New Year’s resolutions Ahh the joy of the holiday season as friends and family gather around the tree, menorah, kinara or Festivus Pole. A chance to get caught up with everyone, dust off some board games and remove the tinsel from the carpet before the cats do. Turns out that […]

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Secret of Financial Security: Consider Living Below Your Means

Billionaire Warren Buffet still lives in the house he bought in 1958 for $31,500. Mega-star Keanu Reeves is worth over $350M but says he’s happier living a modest lifestyle rather than in a Hollywood mansion. In fact, he didn’t own a home for many years after he became a famous, high-paid actor. And Virgin Group […]

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Are Commissions Bad? 

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a purchase related to the services they provide. But when it comes to commissions and financial advisors—whoa, hold your horses.  We’ve been conditioned to think that […]

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