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5 Ways To Adjust Your Retirement Plan Annually
5 Ways To Adjust Your Retirement Plan Annually
Retirement might be a singular event accompanied by a date on the calendar, but retirement planning is an ongoing affair, even years after you leave the office.  While your status as a retiree hasn’t likely […]
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<strong>How To Create A Financial Plan With Intention</strong>
How To Create A Financial Plan With Intention
The most discouraging statistic in all financial planning is that up to 80% of financial planning recommendations go unimplemented. That’s correct: investors are spending valuable money and invaluable time to seek and receive recommendations, only […]
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Triad Financial Advisors Launches Their New Website
Triad Financial Advisors Launches Their New Website
Triad Financial Advisors is thrilled to announce the launch of our new and improved website! The new site went live on November 21, 2022. The updated look and feel will make it easier to find […]
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Choose Your Own Adventure: A New Approach To Financial Planning
Choose Your Own Adventure: A New Approach To Financial Planning
Financial planning, as a relatively new profession, has experienced a rapid pace of evolution. Initially, it began as an aggregation of previously segregated financial industry services—brokerage, banking, and insurance—but it took a major leap forward […]
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The Power Of Perspective In Financial Planning
The Power Of Perspective In Financial Planning
“When in doubt, zoom out.” A lot of things that I’ll never remember cross my purview on Twitter, but this one from Sahil Bloom stuck. The rhyming helps, but it’s not just a clever line. […]
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A Holocaust Survivor’s Financial Planning Advice
A Holocaust Survivor’s Financial Planning Advice
As a financial advisor for the past 20 years, the question that I’ve likely received most often is some version of, “So, how are we doing, you know, relative to our peers?” Read the full […]
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The Key To Successful Financial Planning: Adaptation
The Key To Successful Financial Planning: Adaptation
“The more tied you are to a particular version of the future,” writer Shane Parrish warns, “the less likely you are to adapt as things unfold.” Read the full article, on Forbes.
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The Linear Life Is Dead
The Linear Life Is Dead
Bruce Feiler is an excellent author whose newest book, Life Is In The Transitions, refutes much of what we have been taught about successfully navigating life, all while cluing us into something that we already […]
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Facing Financial Fears In 2022
Facing Financial Fears In 2022
2022 has given us plenty of reasons to fear for our financial health—inflation, rising interest rates, and a global conflict are the big three that have sent stock and bond markets into one of the […]
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How To Optimize The Energy We Put Into Financial Planning
How To Optimize The Energy We Put Into Financial Planning
“We all of us have limited amounts of energy,” said novelist Doris Lessing, “and I am sure the people who are successful have learned, either by instinct or consciously, to use their energies well instead […]
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The Math Of Life—And The Future Of Financial Planning
The Math Of Life—And The Future Of Financial Planning
27,375. That’s the number of days an average person lives. “Fewer if you eat salt-water taffy, and a few more if you eat broccoli,” according to Bob Goff in his inspired new book, Undistracted. Read […]
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You Have To Want What Your Wants Lead To—Applying Second-Order Thinking To Financial Planning
You Have To Want What Your Wants Lead To—Applying Second-Order Thinking To Financial Planning
“You don’t just have to want what you want,” a good friend of mine told me more than 20 years ago, “you have to want what your wants lead to.” Read the full article, on […]
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