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A Financial Advisor’s Financial Advice to his Son
First, I’ve got to clear the air as I’ve already misled you on the title of this article. To begin with, I don’t even know if I’m a...
Dec 10, 2021


You Might be Saving Too Much in your 401(k)
Allow me to clarify the title right off the bat…I generally don’t think you can save too much. But I do think you can save too much in...
Feb 27, 2020


Dear Grad, Avoid These Mistakes
Dear soon-to-be college graduate (or parents of a soon-to-be college graduate), You will soon enter a new era of salaried full-time...
Apr 9, 2019


529s? Nah.
Do you really want to fund a 529? Answer: probably not. Don’t get me wrong, I’m with you on your intentions. And your logic is spot on...
Feb 12, 2019
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