Recently, I realized that there are four investing lessons college football teaches us. There are probably more similarities as money and sports definitely go hand in hand. However, I believe these lessons can actually help you in your financial plan. Some of my favorite childhood and adult memories involve attending college football games with my…
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December 20th, 2025
Four Investing Lessons College Football Teaches Us
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October 27th, 2025
October is Tax Season
Did you know that October is tax season? Yes, taxes are normally due on April 15, but tax planning should be done in advance. Remember the Golden Rule of taxes; tax evasion is illegal, but tax avoidance is encouraged. When our resources are limited, it is vital that we maximize the value of those resources. …
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September 10th, 2025
The Disability Challenge
I have never used TikTok, so I don’t understand the point of TikTok Challenges. However, I do see them on the news. Who decides which act of craziness becomes worthy of being a TikTok Challenge? It reminds me of fashion trends with back-to-school clothes. Who decides what brand will be the “it” style this year? …
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May 31st, 2025
Red Flags for Elder Abuse
Apparently, May is Elder Care Month, so I thought it was a good time to discuss elder abuse. Did you know that financial planners can be trained to recognize when someone is experiencing elder abuse? One of my favorite continuing education webinars was presented by a former FBI agent. He identified different red flags that…
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October 31st, 2024
A Little Reminder
Sometimes life provides little examples of the importance of financial planning. For me, the entire month of October was one of those financial planning reminders. Have you ever experienced an entire month that just sucked? Unfortunately, it can happen more often than we like to admit. Let me tell you a little story. On September…
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July 31st, 2024
Inherited IRAs
I have been getting more questions on Inherited IRAs recently. Inherited IRAs are a sad subject because death is involved. It’s not easy to solve the inherited IRA dilemma while your friend is grieving, but it is a very important service. While everyone appreciates an inheritance, managing that money is the last thing on your…
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June 24th, 2024
Financial Planning Without Money
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….
