Can you take financial planning steps without money? “I need money to plan with before meeting with you,” is the most popular rejection I hear when I talk to people about financial planning. Granted, I am biased because I believe everyone can benefit from some financial planning, but I think that is a lame excuse….
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June 24th, 2024
Financial Planning Without Money
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February 28th, 2024
Investing vs. Gambling
Finally, sports betting will be legal in North Carolina on March 11! Gambling on sports is nothing new. We’ve all participated in our office pools. I remember filling out March Madness brackets as far back as seventh grade, with each game being worth around a quarter. A perfect bracket was worth about thirty dollars, which…
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January 30th, 2024
Roth IRAs, Elections, and Good Vs. Evil
Instead of using an entire post for my 2024 outlook, I wanted to talk about Roth IRAs. More specifically, we’re going to look at how a Roth IRA is a tool in the battle between good and evil. Sounds crazy, right? Just bear with me. As Christians, we know that battle is over because Jesus…
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October 29th, 2023
Face Your Fears
We’re always told to face our fears. Of course, it’s easier said than done. When we are unable to face our fears does that make us a coward? The last thing we want is for our families, friends, or even strangers to think poorly of us. After all, we have our reputation to protect, right?…
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June 29th, 2023
Tithing, Loving Yourself, and Financial Planning
Financial Planning: Tithing At church we recently started a sermon series on love. If you’ve ever been to a wedding, then you know the go-to book in the Bible for discussing love is 1 Corinthians 13. As I listened, I found it interesting how love works in our financial situation as well. Sure, it’s easy…
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April 27th, 2023
Top Three Excuses People Use to Avoid Financial Planning
There are many excuses why people avoid financial planning. Some are very creative and way out there, but most are reasonable. A financial planner’s job is to help the client work around their excuses and prepare for their future. As much as I hate to admit it, part of a financial planner’s job includes selling. …
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January 22nd, 2023
Focus in Financial Planning
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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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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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…