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It Can Wait

Remember that recurring scene in "It's a Wonderful Life," where George Bailey keeps seeing things like a broken door knob, and muttering, "need to fix that." No? Well, how about that Lowe's commercial from a few years back, where the gal puts in her brand-new light fixture,…

Goals, Willpower & Strategy

A couple of weekends ago, I finally organized my closets and dresser drawers after buying my first home several months ago. It was so freeing, and I thought that must mean I'm officially an adult now. I arranged my clothes by season, type, etc., and it's very relaxing to…

Redefining Retirement

An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties, then…

Cryptocurrencies - What Are They?

I attended a friend's wedding this past weekend in Asheville, and as part of the usual chit chat, people at events like this often start asking me financial questions. One question I'm getting a lot lately is "What is Bitcoin?" Bitcoin is one of about 700 cryptocurrencies,…

Financial Efficiency

One of the most common questions I get from clients when they first come in is, "How can I be more efficient with my money?" Usually followed by something like, "Am I doing everything I can to be financially successful?" Typically these are people who are somewhat savvy…

Knowing Your "Why"

Have you ever stopped and asked yourself why you're investing your money? I mean beyond the obvious answers of a secure retirement and saving for the future. Why are you investing, and more specifically, why are you investing the way you are? Have you thought about other…