Greece Votes No – What Does It Mean?
July 6, 2015
Everybody on my email list got this earlier today, if you would like to sign up for emails from us (newsletters are monthly unless there’s big
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Everybody on my email list got this earlier today, if you would like to sign up for emails from us (newsletters are monthly unless there’s big
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage – I highly recommend it as the principles are applicable across so
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We understand the rules associated and work with clients alongside their legal
I’m very excited to have my first piece run for Money Magazine’s new website Money.com, about balancing spending now and saving for the future. This is
I’ve recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog
When I work with families, they tend to share a few characteristics – They’re incredibly bright, which makes them good at seeing lots of possibilities in
I love complex processes. I really do. There’s just something about the intricacies of a large spreadsheet that can really get my brain going, and I
I often find when I talk to clients, they’re frustrated with a specific financial trait that their partner has. Lately I’ve been saying something different to
I seem to be having conversations with clients daily about cash. We talk about how little they spend in cash anymore, the pennies in interest they
You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning Week. While the whole month’s focus
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post comes from Trevor Acy, an Upperline Financial Planning intern)
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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