Financial Planning

Why I Hired a Financial Advisor, by a Financial Advisor

Friends and prospective clients often ask me why they should hire a financial advisor. It’s a logical question. Why should they? I thought it might be helpful to share why I hired an advisor before switching careers and becoming an advisor myself. I was once a pharmacist, having spent a 30-year career with Walgreens. I…

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Age & Stage

When we work with your family, you will probably hear us use the term “Age and Stage” to describe part of the process we use to build and implement your financial plan. While folks may be at different stages at the same age or the same stage at different ages, it is important for your…

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Too Much of a Good Thing: Owning Your Employer’s Stock

While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1….

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Four Advisors

The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial services. Here are a few titles and a brief explanation of what they do, to help…

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How Tax Reform May Impact You

Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner John Moore and I were in Washington,  D.C. this week attending meetings with one of our favorite professional associations, Kingdom Advisors. One of the highlights was a legislative update with members of the executive branch staff. The timing was remarkable, as the legislative update occurred just hours after the…

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