Finance Wisdom

Why Don’t Most Financial Planners Plan Finances?

“If you don’t know where you are going, you will wind up somewhere else.” – Yogi Berra What do you call a financial planner that does not plan finances? I know that sounds funny. But it is an important topic to understand. Most people assume that when they hire a financial planner, they’re getting a…

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Financial Advice or Financial Quackery?

“You gotta be careful if you don’t know where you’re going, otherwise you might not get there.” – Yogi Berra How can you tell whether financial advice you receive is real financial advice or financial quackery? Much of what happens in the financial industry is financial quackery, but because the common methods are familiar to…

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3 Principles of Successful Investors (UPDATED)

“There are some people who, if they don’t already know, you can’t tell ’em.” – Yogi Berra Are you one of those investors for whom things just seem to always work out well?  Getting superior long term returns seems to take little effort. Whatever strategy you use seems to eventually work. You don’t spend much…

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When Can I Retire With the Lifestyle I Want?

When can I retire with the lifestyle I want? That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years. They want financial freedom. It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own. Creating…

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Can You Be Confident in the Stock Market? (UPDATED)

Which is true? To invest effectively for your future, it is vital to be confident in your investments. Here is the historical data to give you a clear picture of what long-term investors can expect. By the end, you’ll have a clearer answer to the big question: Is the stock market the best way to…

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