“What cannot be achieved in one lifetime will happen when one lifetime is joined to another.” ~Harold S. Kushner Discard Short-Term Thinking. Embrace Long-Term Thinking. Evolve to Life-Time Thinking. Tune In! This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this…
Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
“The two most powerful warriors are Patience and Time.” ~Leo Tolstoy Your Time Horizon (when you will be using you investments), is important. But traditional ways of thinking about Time Horizon are flawed. Learn the crucial phases of Time Horizon. This article is educational only and is not intended to be investment, legal, or tax…
“The only function of economic forecasting is to make astrology look respectable.” ~John Kenneth Galbraith, Harvard economist When the market is moving, people being to wonder whether they should try and time its cycles. Let’s look at timing the market, specifically: Why one would (and shouldn’t) try to time it. Why being “Right Twice” is…
“Real Financial planning is aligning our use of capital with our values.” ~Carl Richards For World Financial Planning Day, we’re discussing how Financial Planning can help align your use of Capital (Time, Energy, and Money) with your Values (what you say is important to you, and what actually is). Tune In! This article is educational…
“Price is what you pay. Value is what you get.” ~Warren Buffet Often we seek free resources or the advice of people without a price tag. But there are many hidden costs to “free” advice. We discuss the types and how to avoid them. Tune In! This article is educational only and is not intended…
“If you pay peanuts, you get monkeys.” ~ James Goldsmith You’ve looked at all that’s entailed with financial planning, and you’re considering hiring a professional Financial Planner. Let’s cover the Why, Who, and How of finding a Planner. Why find a Planner We studied the Benefits of Financial Planning. All comprehensive and competent planning can…
Your calculations are complete. Let’s put the results On Paper, On Purpose, all on One Page.
“In the end it’s not the years in your life that count. It’s the life in your years.” ~Abraham Lincoln Estate Planning is not just for the wealthy. It’s for anyone who wants to control what happens to their dependents and their assets when they pass, especially if you want to avoid: Find out how…
Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
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Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.
Also available on Amazon (but not for free).
*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.
