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Don't Feed The Bear: Our Blog

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The Efficiency Argument(?): Me Versus My Dad

My Dad is the hardest working person I know. Undoubtedly he’s also a better man than I. I can give countless other examples of when he went that extra mile and then another mile on top of that to get something to "perfect" completion. But when is "good enough"...good enough?

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What is a trust and does it matter to me if I am not filthy rich?

What is a trust? Well, in simple terms it is a legal document that is used by individuals to transfer some or all of their assets to their chosen beneficiaries at their death. It involves the re-titling of those assets in the name of the trust which is managed by a successor trustee at death. That trustee could be chosen by the grantor of the assets as an outside third-party trustee or it could name the beneficiary as the trustee.

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Is It Time to Recharge Your Battery?

It is amazing to me how in tune most of us are with exactly how much juice is left in our phone, iPad, or laptop, but never stop to check on the status of our own battery. I don’t think we fully appreciate how much power and energy it takes to run our everyday lives. From careers to kids, to basic demands on our time, we are constantly being drained. We must learn to prioritize time for ourselves to recharge our own batteries. It just makes us better people!

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3 Essential Subscription Services That I Use

Subscription series have become ubiquitous. Not only do they offer you the convenience of automation, the customization or personalization of some of these services also helps enhance your life. Businesses love these service offerings since they also provide a consistent stream of revenue and predictability. Having tried a number of these subscription services, here are three that my family currently uses.

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The New Retirement: A Work Optional Lifestyle

After years of helping others identify their goals and dreams as a financial planner and advisor, I can tell you how many of these amazing people who aspired to have this retirement lifestyle when we met was exactly ZERO. So I began to look at the goal of retirement differently.

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Three Common But (Maybe Very) Painful RMD Mistakes

The government requires that money start to come out of specific retirement accounts at age 70 ½ and continue for every year until the account balance is zero because they are able to tax the distributions and, quite frankly, the government is tired of waiting for their cut of your account. We could discuss a myriad of IRA related topics and intricacies, however, I would like to focus on three big mistakes related to RMDs.

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