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100 Minus Your Age? – Financial Rules of Thumb Series

June 22, 2012

[This post is part of the Financial Rules of Thumb series.  Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you

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Upperline Featured in the Wall St. Journal!

December 13, 2011

Another exciting day in the news for Upperline Financial Planning!  We were proud to be featured in a story that ran yesterday on the topic of

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Financial Planning: Why You Should Work With a Small Firm

April 19, 2011

Seth Godin’s blog post today is about the Economies of Small, and as usual he hits it out of the park.  There are industries where economies

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