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Done correctly, its ultimate purpose is to be a road map, a guide, the central piece in financial decision making.   It increases accountability drastically the same way a trip to the dentist would increase the odds of you brushing
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Having the Good (dentist and financial planner). We also want the positive achievements that come with a wise process. We want healthy strong teeth. We want a financial plan that reflects our personal priorities and increases our probability of success.
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As a good dentist is for our teeth, a good financial planner is for our finances. Why would someone have a consistent maintenance checkup program with a dentist? It centers around two core topics: avoiding the bad and having the
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“The point is how do you know the Guarantee Fairy isn’t a crazy glue sniffer.” -Chris Farley   If we could banish the term, would we miss it? Are guarantees even valuable? Who can really guarantee anything? We aren’t guaranteed
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“All the art of living lies in the fine mingling of letting go and holding on.” -Havelock Ellis   Every once in awhile an idea shakes a personally held belief, shakes it to the core. Listening to a recent presentation
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Very rarely, yes. Most often, no. So, why do we pursue this as a perceived worthy goal?   “Men do not quit playing because they grow old; they grow old because they quit playing.” -Oliver Wendell Holmes “The trouble with
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In our lives, we’ll be on all sides of certain roles. The student AND the teacher. The kid AND the parent. The client AND the professional. There will always be the temptation of “just tell me what to do.”   The
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  Imagine backing out of your driveway each morning. As you back up, you look above your garage door. Above that door, fastened to the wall, is an electronic message board. That message board runs a continuous re-pricing of the
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It sounds a simple concept. Give people hope of instant riches. Someone will win. Those that don’t can feel good. After all, their ticket money will fund education (“for the kids”). Let’s dive in.   But…..Someone will win. Eventually, yes. What
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“Lessons in life will be repeated until they are learned.” Frank Sonnenberg   We face many forks in the road. One of those frequent forks that has great bearing on our livelihood is the “do-it-yourself” or “hire-someone” decisions. Some are
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