Focus, in financial planning and in life, is one of those underrated characteristics that need attention. We live in an age where we can instantly access almost all of the world’s knowledge, yet our attention span is the shortest it has ever been. I experience this myself because I cannot stream shows or movies on…
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January 22nd, 2023
Focus in Financial Planning
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December 7th, 2022
Your Financial Planning Team
Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994. What does that have to do with financial planning? I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey. Calm down, my Hurricanes…
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November 3rd, 2022
My Vote My Money
Which way should you vote to help your financial plan? Unfortunately, there’s not really a clear answer. All politicians say they have a plan or they’ll go into Congress and fight for us. We’re all supposed to drink that Kool-Aid, fill out our ballot, and wait for them to bring prosperity to our lives, right?…
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October 5th, 2022
Faith in Financial Planning
Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…
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August 31st, 2022
Student Loan Forgiveness Program
Is the Student Loan Forgiveness Program a good or bad thing? Recently, President Biden announced his Student Loan Forgiveness Program. When will this start or will it even happen? Well, we don’t know. Normally, when things like this are announced, there are still many steps that must be taken before the new program becomes a…
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July 28th, 2022
When Should You invest?
When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home. Yes, I will continue to say it as long as I can speak. The stock market moves in waves. As you sit on the sand, watch the waves form in…
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June 28th, 2022
Recession, Recession, Recession
How can we survive a recession? Did you know there is a chance of a recession looming on the horizon? If not, do you live under a rock? Depending on which channel you watch, the recession could be short or it could be the end of the world. This is why when we invest, we…
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June 2nd, 2022
Patience in Financial Planning
Patience is a vital tool in financial planning. As I mentioned in my last post, I want to do more with Faith-based topics in financial planning. As we look again at the Fruits of the Spirit from Galatians 5, let’s focus on patience. In a world where we can have anything our hearts desire almost…
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April 28th, 2022
Financial Planning: Asking for Help
Humility – Asking for help with financial management. There are millions of websites telling you about financial management and it will be difficult for me to pull the audience away from those sites. I have a degree in finance and still look at those articles myself, so I don’t fault you at all for going…
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March 7th, 2022
Three Ways to Fight Inflation from Home
Inflation is nothing new. We have all heard our elders say things like, “In my day I could buy a loaf of bread for a nickel.” Nickels and other monetary units are still the same as they were then, but the purchasing power has declined. In essence, this is what inflation means. When we have…
