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Financial Finish Lines and Mile-Markers

The Boston Marathon was held last weekend. It’s an event where otherwise normal people travel great distances, at great expense, to punish themselves physically, mentally, and emotionally for 26.2 uninterrupted …

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Three Years! Edition #156

I may not be the most handsome, the most charming, or the tallest (the first two are up for debate) Financial Advisor in the country, but I may be the …

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Is 70 the New 62?

[This discussion may or may not apply to you, but it certainly applies to somebody you care about, so feel free to pass it on.] As I scan the retirement …

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Daddy-Daughter Dance

Last weekend I had the pleasure of accompanying two of my daughters to the annual Daddy-Daughter Dance at their school. It’s a fascinating event, with pretty dresses, loud music, high-pitched …