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What is behind a CFP®?
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that more
Why it matters that your financial advisor is a Certified Financial Planner
So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified more
Why I Changed Careers to Become Your Financial Planner
Designing, coaching & contagious behaviors For most of my life I struggled to find my own professional community and sense more
Protecting What Hurts
My daughter recently broke her arm. There was no spectacular fall or story, just a fall like any number of more
9 Questions About Money to Answer With Your Spouse
I recently had a conversation with my wife where I told her that an event was going to be held more
Are Your Choices by Design or by Default?
In a recent meeting with a client, they mentioned an expense that they were paying every month for a more
You May Not Like The Choices You Have, But You Do Have Choices
The first time I meet with a new or prospective client, they say at some point in the meeting that more
“If You Don’t Get It Built, The Work Doesn’t Matter”
The above is a great quote from Seth Godin’s Blog today. He references the work of architects and how it more
Inherited IRAs: What You Need To Know
I’ve recently had issues with a few different clients recently who have inherited IRAs and are not clear on the more
Who Are Your Beneficiaries? Are You Sure?
I’ve been working with a client who is in the process of settling their deceased father’s estate, and dealing with more