Praying For or Preying On Physicians?

Praying For or Preying On Physicians?

I know my profession of financial advising does not have the best reputation and some of it is well-earned.  Recently, I came across two “advisors” who voluntarily told me all about their practice.  I will let you decide if they ...

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A Wild Week’s Wrap Up

A Wild Week’s Wrap Up

I don’t usually write a weekly wrap-up, however, this has not been a usual week by any stretch of the imagination.  It is Thursday around lunchtime and below are some quick thoughts.   Man, I may have a future as ...

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Market Thoughts – String of Negative Days

Market Thoughts – String of Negative Days

It’s early Sunday afternoon and I wanted to share a few quick thoughts regarding the market since we have had a run of negative days. First, I will say being down 9 days in a row does constitute a lack ...

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Teachers, Non-Profits, 403b Plans and Sales

Teachers, Non-Profits, 403b Plans and Sales

Over the years I have heard jokes about advisors who hung out in teachers’ lounges supplying them with breakfast treats while they filled out enrollment forms for 403b plans.  I always took this as not being that accurate until I ...

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Manage Wealth Like the World Series

Manage Wealth Like the World Series

I was fortunate enough to attend the first World Series game last week.  A friend called me on Monday night and said he had an extra ticket.  There was no way I was passing on this opportunity.   Our seats ...

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Whack a Mole and Big Hair

Whack a Mole and Big Hair

I grew up in Cuyahoga Falls and there was a video game arcade called Funsville a mile or so from my house.  My friends and I would meet up there because it was where all the cool kids hung out ...

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Is The Premium Worth It?

Is The Premium Worth It?

In case you did not know, I am rather careful with my money.  When I need to buy a product I often do research to find the best quality at the best price.  I have been doing this as long ...

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Top 10 Keys to a Successful Retirement

Top 10 Keys to a Successful Retirement

As a CFP® who specializes in working with people nearing or in retirement, I often get asked what are the most important things to know.  At the same time, I have been asked by several people to write a Top ...

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Trump, Taxes and Lost Opportunities

Trump, Taxes and Lost Opportunities

Alright, I never write about politics and for someone who is rather apolitical I struggled with writing this commentary on the whole tax return issue with Donald Trump.  However, as someone who has a Master of Public Administration degree and ...

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Retirement Done Right – There Are No Do-Overs!

Retirement Done Right – There Are No Do-Overs!

Let’s be honest.  There really are no do-overs in retirement. Once you hit retirement your traditional income sources are no longer there, and as such, there is a need to be extremely prudent and efficient in not only the ways ...

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