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Blog

Two yellow balloons with smiley faces on them
Jeff Cleckner | Jan 9, 2024

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Jeff Cleckner | Jan 2, 2024

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A teenager holding a yellow and blue longboard talking to her friend
Jeff Cleckner | Dec 26, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jeff Cleckner | Dec 19, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Jeff Cleckner | Dec 12, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeff Cleckner | Dec 5, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Jeff Cleckner | Nov 28, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Man reading newspaper next to laptop and phone
Jeff Cleckner | Nov 21, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jeff Cleckner | Nov 14, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Jeff Cleckner | Nov 7, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Couple walking in a field with the ocean in the background
Jeff Cleckner | Oct 31, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Hand holding a page with several charts on it
Jeff Cleckner | Oct 24, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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