November 8th, 2017

Egos Are Expensive

A person would rather struggle than ask for help.  It sounds crazy, right?  If you think about it, you’ll realize that we all do it to some point.  I learned a long time ago that it’s ok to ask for help.  Having a disability means I need help with everything.  Things would get pretty messy…

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  1. What is Financial Planning?

    I may have done a blog on this subject before, but I’m going to continue coming back to it throughout my career because I think it is extremely important. Financial Services is a tough and very regulated industry because there are so many definitions of a financial advisor. Basically, the term financial advisor suggests the…

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  2. Selling to Friends

    One of the many challenges and joys about being an independent financial adviser is that I have to do my own sales training. Sure, FormulaFolios has many training videos and their stuff is extremely helpful, but I need to learn how to sell. As we know through social media, all of our friends have the…

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  3. Working From Home

    One of the statements you often hear in the investment world is “spotting a trend.” Some may think it only relates to a stock chart with all the ups and downs of company’s share price, but as with many skills in the financial world, finding trends is also important in the “real” world. Social media…

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  4. Social Security

    In the midst of all the political advertisements, I finally found one that I liked. However, it wasn’t done by a candidate. It was done by the AARP showing a donkey and elephant with one request: Please fix Social Security. Like many things in Washington, I think this is a fairly easy fix, but certain…

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  5. Extra Expenses

    The “Millennial” generation is often the subject of many news stories. Most of these stories shine a less than favorable light on the generation and, while I agree with these stories to a point, sometimes I think the perspective we are given of the Millennial is unfair. I did some research and, yes, there are…

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  6. Debt Management

    One of the services I offer is what I call a budgeting plan, which basically helps the client learn good spending habits. I’ll change the name eventually because I don’t like the view society has of the word “budget.” It seems that when we hear “budget,” we think of Government agencies where they have to…

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  7. Poor Goldsboro?

    I recently read an article that said Goldsboro was the fifth poorest city in the United States. The original article was written by 247wallst.com and I read the summary provided by the Triangle Business Journal. You can read the article here. I was interested in the article because I live in Pikeville, Goldsboro’s neighbor to…

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  8. Zero to One

    Recently, I read Peter Thiel’s book, Zero to One. I definitely recommend it to anyone interested in business and entrepreneurship, but, as I was reading, I found that it also related to personal financial planning. Thiel is a well-respected venture capitalist and one of the first investors in Facebook. Zero to One was based on…

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  9. SUSAFE

    What? You don’t know what my title means? Have you Googled it yet? I chose to title this blog SUSAFE because I wanted it to be a New Year’s Resolution for everyone. I may sound like an old man, but in 2014 we should try to Stop Using Silly Acronyms For Everything! (SUSAFE) Aren’t you…

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