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- Apr 25
How AI is Changing the Future of Financial Planning
Are you ready to welcome our new overlords, the robots? Just kidding! It certainly feels like AI and Robots are coming for us though....
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- Apr 25
Life in the Valley of a Cherry Blossom
Around this time of year, I begin to think about Japan and the cherry blossoms. The beautiful pink flowers that would shower the tree...
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- Apr 25
Facing The Elephant in The Room
Q: I just don’t seem to care about my financial future or present for that matter. I know I should be more involved. I make a good...
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- Feb 27
Avoid Leaps Of Faith: Wise Investors Begin With These Questions in Mind
Q: I just got a huge bonus, much more than I expected, and I don’t know what to do with it! I don’t want to make a mistake. I want to be...
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- Feb 27
Rising Prices Are Not A Passing Fad... They're Here To Stay
Q: One of my goals for 2023 is to get financially organized. I know that includes a budget. I’ve gotten a start but looking at my credit...
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- Feb 27
Do You Want Chips with Your Sandwich Generation?
Q: My parents are getting older and I’m starting to feel like I need to know more about their situation so I can step in and help if they...
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- Jan 31
My Financial Plan or a Root Canal???
Q: One of my goals for 2023 is to get my financial plan in order. I’m scared to contact a financial planner or investment manager because...
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