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The Magic of Writing a Letter
Category: Financial Planning » Family Governance
How the magic of writing a letter could help convey your intentions to a beneficiary.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Financial Planning » Behavioral Finance
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
My Money Story
Category: Financial Planning » Behavioral Finance
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.