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Part 5: Risk Management Thumbnail

Part 5: Risk Management

The topic of risk management is oftentimes misunderstood and misused in the world of financial planning. Risk management, or insurance planning, simply addresses the following question: is there a potential catastrophic financial risk in your life? If the answer is yes, insure that risk. A catastrophic risk would be one that causes substantial, long-lasting financial harm to your financial plan.

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Part 4: Tax Planning Thumbnail

Part 4: Tax Planning

Tax planning is one of the most misunderstood areas of financial planning. From the complexity of how income taxes, Social Security taxes, and various investment taxes are calculated, to the fact that the tax code changes in some capacity almost every year, it’s no wonder that people are confused when it comes to this subject.

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Part 3: Retirement Planning Thumbnail

Part 3: Retirement Planning

Retirement planning means different things to different people. We all have different ideas of what life should look like after closing the chapter of our careers. However, even with countless unique perspectives, there is one statement that has applied to every person I have ever worked with: “At some point I do not want to HAVE to work or HAVE to save money.”

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Part 2: Investment Planning Thumbnail

Part 2: Investment Planning

A few years ago, I watched my then 6-year-old skip gracefully out the front door, across our porch, and finally into our chicken coop. She glided through that door with a twirl—naturally—and emerged a few minutes later with her basket crowded with the freshest eggs imaginable. Her return trip began with the same leap into a skip, but a slight misstep on the porch forced her off-balance for barely a moment…. but it was enough for those precious eggs to spill from the basket onto the porch.

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