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South Burlington, VT

Value Creation Blog

Are You Ready To Live Be 100 Years Old?


I’m reading the book, The 100 Year Life. It’s a bit of a slog and it brings up some great questions that we need to be thinking about.

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Topics: financial planning, wealth management, longlife, life long learning, 100 year life

How Hard is it For You to Stay invested When the Market Goes Down?


In the investment management world there is always a concern that customers and clients move their money at the very worst time. This is often caused by something called loss aversion.

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Topics: bucket planning, financial planning, investment management, Investments, bucket system

Introducing The Financial Freedom Project


I often go to financial planning conferences, and the topic of planning for business owners comes up. When I listen to the solutions and methodology I see presented for business owners I often cringe.

You see, planning for a private business owner is not like planning for someone who works for IBM. It's much simpler planning for someone who is an employee versus someone like you who's an employer.

For the past several years I've been focusing on planning for business owners that works and provides a roadmap to financial freedom. 

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Topics: retirement planning, financial planning, retirement planning for business owners, financial freedom project

7 Investment Disasters You Need To Avoid


The main reason you want to hire an investment/wealth manager is to help you avoid investment disasters, if possible.  If you look at the research firm Dalbar, you’ll see that too many investors make the same mistakes and as a result, get a return that’s much lessthan the market.

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Topics: financial planning, wealth management, Investment Planning

Who Else Wants To Know How Millenials Think About Money?

Talking With Our Millennial Kids About Money


One of the recurring themes I see with my clients is how to have a conversation with their Millennial children about money and responsible behavior towards money.  I found this article by Tom Sperling you're going to want to read.

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Topics: financial planning, Children, millenials

Key Tax And Government Numbers 2017

Want to find out the key numbers that will affect your finances for the coming year. Click here and download our Free report on key numbers for the coming year.

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Topics: financial planning, taxes

6 Reasons You Need Client Facing Planning

6 Reasons You Need Client Facing Planning.png

Your first question might be what the heck is client facing planning?  We’ll get to that in a few minutes.  Just be aware it’s something you should be interested in. 

Why you might ask?  Because it puts you at the center of the planning engagement.  Too often people like you might be convinced to do a financial plan, then you turn over your information over to a financial planner and wait for your financial guru to tell you what you need to do. 

The problem with this is you are giving up your power and waiting for an “expert” to tell you what to do.  I don’t want you to do this and here are 6 reasons why. 

First, what is client facing planning?

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Topics: financial planning, scenario planning, client facing planning

4 Reasons You Must Do Scenario Planning - Video

We often think of scenario planning to be something that only businesses do.  Why don't you watch this five minute video and learn why scenario planning is just as important for individuals as it is for businesses?

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Topics: financial planning, transition planning, scenario planning

A Remarkably Simple Truth About Your Investments - Video

Learn what it takes to have a successful investment portfolio.  Let me know what you think in the comments below.

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Topics: financial planning, Investments, Investment video

Who Makes The Investment Decisions In Your House?

Who Makes The Investment Decisions In Your House-.pngI remember my sister talking about buying a car and how the car salesman would only talk and look at her husband.  I can’t tell you how annoying she found this.  She kept going to different car dealers until a car salesman would work with her and not her husband.

You might say that she should have left her husband home.  If she did that, she wouldn’t be able to use her knockout on whether she wanted to use that particular car dealer.  She wanted to make sure that the car dealer worked with her and not her husband.  In the end, she really didn’t care as much about what type of car, she cared about being dealt with as the key buyer.

I know this sounds kind of silly and as I read this, I would agree.  At the same time it brings up a really important point……..Women make many more financial decisions that affect a family than we admit.

My own opinion about this.

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Topics: financial planning, spouse, financial decisions

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