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Financial Rules of Engagement

I can’t think of a more dynamic time in one’s life than where Millennials find themselves right now. Our twenties and thirties are loaded with critical decisions at almost every turn. From launching careers and finding purpose in life, to buying homes and starting families, there’s no other time quite like it. I’d argue it’s[…]

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Parental Advisory Warning: Live Your Goals, Not Theirs

While out on *paternity leave*, my wife DM’ed an article from The Cut titled “How Much Money Means You Don’t Have to Worry?” by Caragh Poh. Poh pens a captivating story about what it was like growing up in lower-middle class family, knowing that she was not necessarily poor, but at the same time, she[…]

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A Letter to My Friends

One of the more interesting parts of being a financial advisor is dealing with how my friends view me. To some of them, I am a nothing more than a broker or insurance agent looking to make a sale. And they’re not wrong for feeling this way, since there’s a good chance they’ve been hassled[…]

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Short-term Risks

For most of 2018, I felt like we were finally getting out of The Great Recession’s lingering haze. For older members of my generation, it has been a solid seven year run of favorable enough conditions to grab onto something we can call our own. Whether that’s a steady job with benefits or a now[…]

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Stop Asking for Referrals

You’ve seen it. Heck, you’ve probably done it at some point. I know I did. It’s that little line at the bottom of your footer or on the back of your business card. For me it read, “There is no greater compliment than a referral from a satisfied client.” It’s the equivalent of rocking a belt[…]

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Infographic – When Should I Refinance My Student Loans?

If you are a Millennial asking, “Should I refinance my student loans?” look no further. The infographic below will help guide you in this decision-making process. The first question is whether or not you are finished with school. If you aren’t done, you are likely not ready to refinance. If you are, then you need[…]