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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May 31st, 2025
Red Flags for Elder Abuse
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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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September 30th, 2024
Your Money Your Vote
CNBC is my preferred news source, especially with it being an election year. I loathe politics, but I have to pay attention to it as a financial planner. I’m not really a fan of Donald Trump or Kamala Harris, but I would love to interview both candidates and open their eyes. CNBC’s political coverage called…
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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….
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May 29th, 2024
How do Retirement Accounts Work?
One of my dear friends asked me about retirement accounts. He didn’t want to know what we invested in, but how the system of investing works. The question was different for me because I am normally talking about our investing products, not how it all works. I’m used to seeing eyes glaze over as I…
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April 29th, 2024
How Sports Betting Works
In the last blog post, we discussed the differences between sports betting and investing. I hope it helped ease your concerns on both topics. Of course, as when you try to invest on your own, it’s important that we learn some basics on sports betting. I won’t even use someone’s Netflix password because it feels…
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September 29th, 2023
Strike! Strike! Strike!
Striking for independence. I’m not a fan of strikes or any protests if I’m being honest. Sure, I see their value and how they need to happen, but I wish there was a better way. With the technology we have today there has to be a more efficient way to negotiate. Please understand I am…
