Financial Planning Tools That Aren’t “Penske Material”

By Matt Cohen, CFP®, CIMA®

I’m of the opinion that many things in life can be referenced back to Seinfeld, which has been the enduring genius of the show. A memorable episode involved the character George Costanza at a job he wasn’t sure if he actually got, doing work he wasn’t quite sure he knew how to do.

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Green(er) Acres?

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

You never really know a man until you have divorced him.” – Zsa Zsa Gabor

Oh, Zsa Zsa certainly knew a thing or two about divorce.

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Where to Start?

By Kristan L. Anderson, CEBS®, CFP®

I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate. 

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International Equity — Are the Glaciers Melting?

By Dan Trosch, CFA®

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

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Multitasking Meets Its Match

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

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Release The Panic

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

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