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Retiring Abroad a Major Life Decision

In the past it hasn’t been unusual to hear people say, “If _________ is elected I am leaving the country,” but I’ve rarely seen anyone actually act on that threat. I have a hunch that since this election more people than ever will seriously consider the option of leaving the US. This new impetus to […]

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106 Things We Do For Clients, No. 1

What do fee-only financial planners really do for clients? In listing answers to that question, we came up with 106 specific things. We’ll share one of them each week. 1. We care more about you and your money than anyone who doesn’t share your last name.

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Action Now Is Key to Easing Financial Fears

Not long ago, one of Americans’ top fears was public speaking. Apparently Toastmasters is working; this fear didn’t even make this year’s Top 10 list. Chapman University recently completed its third Survey of American Fears, as reported in an October 12 article in Science Daily. Based on responses to questions about 65 potential fears from […]

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CFP No Guarantee Financial Adviser Puts Your Interests First

One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their own or their employer’s. An ongoing legal case featured in an October 31 article by […]

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