Proposed tax changes (2021)? Let’s take a closer look. “We Have Nothing to Fear Except Fear Itself” —Franklin D Roosevelt We are constantly being bombarded by headlines and stories that are purposely designed to invoke the fight or flight mechanism in our brain. I have…
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Mindset
Want to know what you should be reading?
Reading is to the mind what exercise is to the body. —Richard Steele It’s been a crazy month in my life. We closed on the new home that I talked about in, “How do we think through the home buying process?” packed and moved. There…
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Map Vs. Compass In Financial Planning
I recently found myself watching the movie Lincoln, which made me think about the map vs. compass debate. This Steven Spielberg epic, provides a fascinating study in leadership. The particular scene that brought me to write this blog is the one between Thaddeus Stevens, played…
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Financial Planning: 13 Lessons Learned
As I mentioned in 20 lessons I have learned in 20 years of working for myself, I recently passed a milestone in my life. On September 11th of this year I had been in the financial planning business for 20 years. In that article I…
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Business Lessons: Top 20 Lessons I Learned Working For Myself
20 Business lessons I learned working for myself. Do you want to know 20 business lessons I learned running my own business? Well, I recently passed a milestone in my life. On September 11th of this year I marked the 20th year of working for…
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Tomorrow is Never Promised
Tomorrow is never promised, something that I think we can easily forget. I was in Colorado recently with my family. Our first vacation together since the birth of our daughter last May. I had some time to reflect and think about appreciating the people in…
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What Should I read? Things I’m Reading That I Think You Should Too
“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” ― Dr. Seuss, I Can Read With My Eyes Shut! “Reading is essential for those who seek to rise above the ordinary.” – Jim…
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3 Lessons in Business I’ve Learned Recently
Let’s take a look at 3 lessons in business I’ve learned in the past month. Recently I’ve been having trouble with writing and more importantly writing with consistency. I’ve reduced the frequency of my blog to 2 times a month, and even then, I’m still…
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3 Things CrossFit has Helped Me Understand About Planning and Investing
Over the past 7 months, I have once again taken up CrossFit as my main form of working out. I enjoy that I can regularly push my body to its limits. When I started the workouts, they hurt, a lot, and my times were not very…
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Fighting Ourselves, How to Avoid Bias in Our Investment Decisions
Should we buy that stock we hear about on the news? Should we sell that mutual fund that has done well for us in the past? Am I going to be able to reach my goals if I do not do what Bob & Sally told me…
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