There is a very specific kind of quiet that descends on a house when the children finally leave. It affects our hearts, but it also affects our financial planning. If […]
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Talking to your family about money
As the playwright George Bernard Shaw famously observed, “The single biggest problem in communication is the illusion that it has taken place.” Nowhere is this more evident than in our […]
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Guarding the basecamp
When we sit down to build a financial plan, our eyes are naturally drawn to the summit, not the basecamp. We focus our energy on the big, inspiring goals: retiring […]
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They may not show up on your statement
One of the metrics used extensively in the financial profession to evaluate a given decision is the Return on Investment (ROI). It’s used in other areas too, like in marketing […]
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Redefining true financial wellbeing
When working with a qualified and experienced financial planner, you should have a partner who will be exceptionally well-positioned to diagnose a balance sheet. They can easily spot a gap […]
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Invisible ink
Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. […]
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The high price of “someday”
There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring […]
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The Rule of 72
The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated science. You could find yourself thinking that you need […]
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The shift from reactive to intentional wealth
There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When […]
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Reclaim your future from debt
If you have ever carried a significant amount of debt, you know that it is rarely just a numbers problem. It is an emotional, social and physiological weight. Whether it […]
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