financial planning
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Finances
Practically speaking… Coping with sudden wealth
Doesn’t the sound of sudden wealth sound amazing? Have you ever speculated about a large inheritance or winning the lottery—what…
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Finances
Before you pull the trigger on retirement
“What do you mean we should work longer?” This is a common expression we hear when clients decide they want…
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Finances
Practically speaking … A game plan for 2015
While I cannot predict the economic events ahead, without question your preparedness for the ups and down of uncertainty will…
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Finances
Power Up Principle 11 — Radical Generosity
As I have traveled throughout the world, I have observed that Americans are among the most generous people on the…
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Finances
Power-up Principle #9: Conquer the clutter
I’ve lost count of how many people we’ve helped sort through mounds of documents gathered from the nooks and crannies…
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Finances
Power up principle: The power of planning
The first thing I do at my office each morning is “power up” my computer. This tool has enormous capabilities…