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How a Healthy Lifestyle Affects Your Financial Future

As financial consultants, we spend a lot of time focused on the health of your financial accounts. We take deep looks at your rates of return, cash flow, investment mix, and more to determine the ideal financial model for building your life. But we don’t often talk about your physical health, something that can have […]

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Uncertain Futures and the Importance of an Abundance Mindset

Turbulent times in the world can magnify troubles and make them seem even larger than they are. Whether investment woes, unexpected bills, or uncertainty in a career, these problems can dominate your mindspace and keep you trapped in a vicious cycle of pain and fear. These problems can seem even bigger in times of rapid […]

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Unique Challenges in Wealth-Building for Physicians

Doctors are frequent subjects for television, books, and other forms of cultural reflection. They’ve been glamorized and satirized and held in great esteem. They’re trusted advisors and spokespeople for improving health. Along with all of this acclaim comes one of the highest salaries in America- averaging just under $300,000 in 2017. There’s more to a […]

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How Do the Wealthiest Invest?

In our series on growing your wealth we’ve discussed healthy behaviors for priming your finances for growth, how to write a personal investing statements, and how to avoid unhealthy ways of thinking about investments. These are all essential for growing your finances in a way that serves your life. It is equally important that we […]

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The Right Mindset for Growth

There are simple rules to follow to prime your financial engine for more effective growth. Following these can be difficult for some, but these general rules all offer benefits. It is not enough to only prime your finances for growth though – you must also prepare and adapt your mindset and view of the world […]

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The Rules of Financial Balancing

Achieving financial balance is no easy feat, but it provides countless benefits to your life in personal finance and beyond. Following the rules of financial balancing helps reduce your reliance on your paycheck and removes the fear and uncertainty that comes with living in debt or living hand to mouth. Follow these basic rules to […]

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How Volatility Affects Investment Success

You don’t have to be a financial planner or analyst to know that the stock market ebbs and flows. But it would be wise to know why this phenomenon, known as volatility, happens and what it means for your investment success. Let’s start with the basics. What is Volatility? As a measure of risk (uncertainty […]

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What Will Your Financial Legacy Be?

So much literature surrounding financial health is focused on the grind of building balances, eliminating debt, and taking advantage of favorable markets. When is the last time you stopped to ask yourself “What does my eventual retirement mean for future generations?” Chances are it isn’t an idea that comes up very often, meaning you’re likely […]

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Protecting Your Wealth – A Balanced Financial Life

As we conclude our series on protecting your wealth and financial well-being, we are taking a deep dive into the importance of balancing your financial life. In order to protect your hard-earned wealth, it’s not enough to rely on risk management and a good insurance mix: you must balance your financial life entirely.

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Protecting Your Wealth – Death and Income Loss

In continuing our series exploring more ways to protect your wealth, we’re taking an in-depth look at a sometimes uncomfortable subject: death and disability. These are always tragic outcomes, but the potential impacts of those can be mitigated through some careful planning and risk management.

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