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Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

Peter Succoso of Sherpa Financial discusses how thoughtful strategic planning has helped him build a successful practice and what others… Read More...

Podcast
Does Planning End at Retirement?

Does Planning End at Retirement?

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will… Read More...

Article
Financial Alignment for Yourself and Your Family

Financial Alignment for Yourself and Your Family

In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation… Read More...

Article
Making Sense of Education Savings: What’s Right for You?

Making Sense of Education Savings: What’s Right for You?

Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a… Read More...

Article
Gifting Money? Develop a Plan

Gifting Money? Develop a Plan

You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have… Read More...

Article
SECURE Act 2.0 and Student Loans

SECURE Act 2.0 and Student Loans

Once in a while, the release of a sequel to a beloved movie franchise or the reboot of a classic… Read More...

Article
Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves… Read More...

Article
Sway with the Wind

Sway with the Wind

As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while… Read More...

Article
Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

Despite a lengthy global pandemic, supply chain delays, inflationary spikes in segments of the economy, and a very tight labor… Read More...

Article
After Your Divorce Is Finalized, What’s Next?

After Your Divorce Is Finalized, What’s Next?

The judge has signed off and you are officially divorced. Whether the process was quick or drawn out, contentious or… Read More...

Article
You Have to Stay the Course to Reach the Summit

You Have to Stay the Course to Reach the Summit

When it comes to meeting your most important financial goals, time in the market can be a significant factor. And… Read More...

Article
Buckingham Talks: How Higher Taxes May Impact Your Financial Future

Buckingham Talks: How Higher Taxes May Impact Your Financial Future

Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax… Read More...

Article
Creating a Charitable Legacy for When You Are Gone

Creating a Charitable Legacy for When You Are Gone

Not long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After… Read More...

Article
The Joy of Being Wrong and the Danger of Desirability Bias

The Joy of Being Wrong and the Danger of Desirability Bias

“No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I… Read More...

Article
Financial Planning and Identity Theft Prevention

Financial Planning and Identity Theft Prevention

Sssssnap! That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach… Read More...

Article
College Athletic Scholarships: How to Play the Game

College Athletic Scholarships: How to Play the Game

So, your kid is the next LeBron James or Megan Rapinoe. Congratulations, but this article isn’t for you, because your… Read More...

Article
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