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Gary's Weekly

It’s Not Just Your Kids Who Need Help

We have written a few articles recently about parents trying to help their children become financially responsible adults. We’ve talked about young kids, high school-age kids, even young adults. And although many parents are vigilant about their kids’ financial future simply because they love them and want them to be successful, deep down we all know that a few decades down the road, the tides will turn, and it will be those same kids who will be charged with protecting our well-being [...]

Mistakes All 25-Year-Olds Must Avoid

A few weeks ago, I met with a couple of clients of mine that I have worked with for a number of years now. I will call them Bob and June. Bob and June have been a pleasure to work with and are two of the most vigilant folks I know. As we were finishing up the meeting, I asked them if there were any other questions they had for me before they left. Bob’s eyes perked up. He told me that they read our article a few weeks ago, about kids not getting the best financial education and it made them think of their oldest son, Nolan. Nolan has been out of college for about three years. Bob explained that Nolan is making some pretty good money as a project manager for an engineering firm, but he and June are not sure he is making the best financial decisions. They asked if I could talk to him. [...]

Money—A Finite Resource

...you can make more money for yourself by either earning it or investing it but in a large sense the amount of money that you have is limited, and if you want to allocate some of it to a specific purpose or purchase, you are likely taking it away from something else, because, at least in the short term, your financial resources are finite. [...]

Measure Twice, Cut Once

There's an old adage in the construction world: measure twice, cut once. Otherwise, pipe connections leak, electrical connections fail and houses fall. Now, I don't consider myself a handy person by any stretch of the imagination but I do know my way around some common power tools. And although it's probably safest for me to "outsource" home projects, I have completed a few on my own. I can't even tell you how many times measuring twice has saved me from disaster. [...]

Newton's First Law of Finance

In this blog, let’s look at Newton’s First Law. Here’s how we all remember the original: An object at rest tends to stay at rest, and an object in motion tends to stay in motion, unless acted on by an outside force. Here’s my version: A financial plan at rest tends to stay at rest, while a financial plan in motion tends to stay in motion, unless acted on by an outside force. [...]

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