planning

Why Planning is More Important Than the Plan

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“In preparing for battle I have always found that plans are…
active passive strategy

Active vs Passive Investing: What Really Matters?

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There has been an on-going debate for years between active and…
financial planning, CFP, financial planner, financial advice

7 Ways a "True Financial Planner" Provides Value

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I often get asked, “What does a financial planner do?” And…