Money Magazine interviewed several successful individuals, asking them about the smartest financial advice they have ever received. Billionaire and founder of the Virgin Group, Richard Branson shared a story about his lack of knowledge in the financial realm and being humble about what you don’t know. Wow! Billionaire Richard Branson! Everyone else in the world…
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$400,000 and $3.5 Million A few weeks ago, we were working with a family that could have severe estate tax issues in the future. When this risk was first exposed, the immediate response was this: We have until 2026 before anything can be changed, right? Unfortunately, this is a misconception. The tax code can be…
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Is it healthy? Or…? John Hancock came up with a “healthy living” concept for their life insurance holders a few years ago. The healthier you live, the less your premiums will be, along with a few other perks – not the least of which is their effort provide ongoing information about everything that affects your…
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Chief Financial Officer (CFO) – noun: The person responsible for managing financial actions of a company. Duties include tracking cash flow and financial planning as well as analyzing the company’s financial strengths and weaknesses and proposing corrective actions. – Investopedia.com Okay. You may not own a company – or maybe you do – but that’s…
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Money is funny! You need it, but you don’t. You can be a SCROOGE Or you won’t! There is enough to go around Yet some of you get bound… So remember what it’s for God, food, and a little more. Things don’t last, but You always have memories PAST! Earn, give, save and receive This…
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If you’ve ever wondered what your financial advisors do with their free-time, here’s your answer: Google geeky things like this. This happens to be one of my favorite things to look at each year. It gives us an indication as to where we are from a financial literacy perspective. This year’s list was very interesting.…
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Leading up to the election, we focused on several areas in your life that the results could have major impact on. Right now – post election – is the time to prioritize your to do list in light of the results. As I sit here writing, the presidency is still uncertain. Yet the House and…
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Let’s just lay it out on the table: money often brings out the extreme in people. Money is a frustrating topic. You find two-sided information on every topic you search regarding money. Everyone you know seems to know everything about what you are going through. And caution! Marriage counseling may be required. It can be…
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Remember when buying a coke was a treat and eating out for dinner was a true luxury? When you’d get a hole in your pants and your Mom would fix them – not throw the pants away? When you walked down the street and truly overweight people – especially children – were few and far…
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Perhaps you will be able to weather through this pandemic financially, but chances are that someone close to you will not. Pass this along. It may just save someone’s financial future. Transunion is monitoring the financial impact on U.S. Consumers weekly. In their latest report using data from the week ending March 30th, 3 out…
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