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The millionaires next door have a great life.  They’ve been diligent savers and investors, building a multimillion-dollar investment portfolio with a healthy mix of tax-deferred retirement accounts and non-retirement accounts.   Their balance sheet is clean, with minimal, purposeful debt financed at reasonable interest rates. They have long-term relationships with the professionals hired for investment, tax […]

If you’ve overlooked some of the financial planning issues described below, don’t beat yourself up: you’re in good company.   Many of your fellow entrepreneurs are in the same boat.  We won’t judge you.  However, we will say it’s time to address these shortcomings.  Your Future is Now.  Let’s Get to Work! Here are five financial

One of the most common problems that we see among all our clients, from corporate executives to wealthy entrepreneurs and everyone in between, is some embarrassment about their finances when their money is a mess. It’s only recently that schools in the United States have begun to include financial literacy in their curriculum. When most

We’ve provided financial planning to high earners in their 30s and 40s for decades. We’ve seen it all: The ways to win big, the huge mistakes to avoid, and the blind spots that almost everyone has. One consistent roadblock that these high earners run into is actually quite simple (and thus, easily overlooked): They haven’t