Financial Planning

My Ideal Day

A little over a year ago one of my mentors had me plan out my ideal day—what would I do if I hit the lottery and money was no longer an issue?  It didn’t take me long to come up with what my day would look like: Wake up Peloton ride and Yoga followed up by journal and meditation Morning…

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Financial Planning

If You Haven’t Noticed…

If you have noticed, with the exception of the Mixtape, the tone and subject matter of All About Your Benjamins has evolved. Over the weekend, I scrolled through the last 5+ years worth of blog posts and smiled as I could tell where I was on my professional and personal journeys by the posts I was writing. One of the…

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Financial Planning

Rethinking Retirement

This morning I spoke at one of my clients’ businesses–we’ve created a monthly financial literacy program that started with the topic of “What Is Money” and will end with investing in November. Today’s topic was retirement…  Before I get to today’s talk and what inspired this post, I wanted to highlight the genesis of this program. When my client approached…

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Financial Planning, Investing

Not Investment Advice

This morning I emailed a client’s grandsons with a few recommendations for blogs and podcasts to help them continue their interest and education in personal finance and investing; I sent them home the other day with a copy of The Almanack of Naval Ravikant, The Psychology of Money, and How I Invest My Money but wanted to make sure they…

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Bigger Picture, Financial Planning

Build The Addition

Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…

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Financial Planning, Investing

Harvesting Gains

It’s year-end tax planning time… I’m sure you’ve heard of tax-loss harvesting—the process of selling investments in a taxable investment account at a loss to realize the loss and be able to offset future capital gains. Financial advisors and CPAs often recommend this strategy and robo-advisors will even take care of it for you. It’s a strategy worth exploring and…

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