Thoughts From the Finance Factory

My Goals For 2015!

I am a regular reader of financial advisor Josh Brown’s blog The Reformed Broker. You might find it a little strange to plug another financial advisor on a blog but I was so inspired by his post on January 4th that I had to write about it.


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New Year, New You!

So the calendar has turned and I can’t believe it is 2015. Time really does fly! It is pretty unbelievable that January is already here again. With that in mind I want to share 3 simple ideas to improve your financial life in 2015.


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The Unconventional Guide To 11 Year End Financial Planning Ideas

The end of the year is fast approaching and now is the perfect time to review items you might want to consider as the calendar gets ready to change to 2015. Let me stress that it is my job to assist and help you, and I would be happy to review the options that are best suited to your needs. And remember, when it comes to tax matters, it’s always a good idea to check with your tax advisor.


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30 Days Without a Razor

So the calendar has moved from No-Shave-mber and onto December. I wanted to briefly reflect on my 30 day adventure into the world of bearded.


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What Is “Black Friday”?

Many of us, especially those who have kids, have braved the crazy lines and ridiculous mall traffic to find that “amazing” deal on a cabbage patch kid, TV, computer or other must have for Christmas item. I’m not sure of this year’s “must have” item is but I am sure it is made of plastic and the kids will be done playing with it by January 8th.


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What Are You Thankful for?

As Thanksgiving quickly descends upon us and the holiday hustle takes its place I wanted to spend a moment reflecting on the meaning of Thanksgiving.


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7 Thoughts Before You “Pop” the Questions

Are you or a loved one thinking about popping the question?

The holidays are a popular time for engagements. Marriage is a wonderful thing that has many challenges, opportunities, and exciting moments. One of the challenges is MONEY! This is not a post about money mistakes to avoid. This is a column about advice I wish I had received because it would have reduced or eliminated roughly 93% of the arguments in my marriage. So before you go and “Pop” the question consider these 7 things.


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6 Questions To Ask Your Financial Advisor

We are coming up on the time of year where people begin to evaluate their relationships and potentially consider alternatives. Before you engage a new advisor consider using these 6 questions in your evaluation process.


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A Long Term Thought

I spend a lot of time planning for the “what if” with clients. “What if” the market has an 08-like correction? “What if” I want to retire at 65? “What if” my child gets into their dream school? “What if” I die tomorrow?


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