Everyone Defines Happiness Differently: What's Yours?

Everyone Defines Happiness Differently: What's Yours?

The holiday season is a time to be spent with our loved ones. But sometimes it can feel more like we’re going to our high-school reunion. Perceptions run deep, especially when you don’t see each other often.

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A Financial Jam

A Financial Jam

I recently read that only 32% of all households have a relationship with a financial planner. (Journal of Financial Planning, Sept 2017) Let’s be clear, we’re not talking about a relationship with a financial advisor that just makes investment decisions;

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What I Learned From This Year's Investment Conference

What I Learned From This Year's Investment Conference

Having had the opportunity to attend the annual Schwab Impact conference in October, I found it to be invigorating and insightful. Those three days exposed me to a very eclectic range of speakers, from former U.S. Labor Secretary, Robert Reich, to Magic Johnson, who is not only a legend on the court, but a visionary in the business world. 

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Ask a Financial Planner: Do I Need My Life Insurance Plan as I Approach Retirement?

Ask a Financial Planner: Do I Need My Life Insurance Plan as I Approach Retirement?

Life insurance can be one of those things that is in our life for so long we start to think of it like a family heirloom – just hanging around collecting dust right now, but it could turn into a pot of money in a time of need. Then, when it’s time to let a policy lapse, we worry and fret over its ending. We wonder whether we should hang on to it for a while longer for that sense of security it can provide. 

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