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Holiday Perspective Shift: The Reminders That Actually Matter
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Every Thanksgiving seems to turn into an unspoken performance review, as if the turkey isn’t the only thing being carved up at the table. Questions come at you from all angles, disguised as friendly curiosity but often carrying the faint aroma of comparison
Growth: Expanding Capital With Precision
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Growth is one of those words that gets used so often, it can start to lose its meaning. Everyone wants it—more success, more wealth, more opportunity—but few stop to ask what real growth actually looks like. True growth isn’t just expansion; it’s alignment. It’s the process of stretching in the right direction, not every direction. It’s understanding that progress doesn’t always mean doing more. Sometimes it means doing better, or doing less, but with greater intention and purpose. In both money and life, growth begins when stability meets clarity. It’s not about chasing every new idea or jumping at every opportunity that comes your way. It’s about slowing down long enough to ask the right questions: What am I building toward? What truly adds value? What deserves my time, capital, and energy—and what doesn’t?
Resilience — Enduring Wealth Through Market Cycles
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Even the most carefully constructed portfolios will, at some point, face the headwinds of the market. It’s an inevitable part of the journey. No strategy, no matter how sophisticated, can eliminate volatility entirely. Markets rise and fall, economies expand and contract, and investor sentiment swings between optimism and fear. What defines long-term success isn’t whether […]
The Quiet Superpower of Consistency - LifeManaged Financial Advisors
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Clarity as Capital: How Organization Creates an Edge
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For affluent investors, complexity is inevitable, but disorganization is optional. Multiple accounts, diverse asset classes, private investments, business interests, and layered tax structures all contribute to a financial life that is inherently intricate. Yet complexity alone does not create problems; disorder does. The ability to bring structure and clarity to this complexity is more than a matter of efficiency. It is a form of capital in its own right, offering an edge in decision-making, timing, and long-term outcomes.
The Market is Loud, Discipline is Quiet
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Markets shift every single day. Stocks rise and fall, headlines stir up panic or optimism, and breaking news can change sentiment in an instant. For many investors, it is tempting to react to that noise, whether it means rushing in when markets are soaring or pulling out when things look uncertain. The constant hum of commentary and predictions can feel urgent, even when it is not. Yet while the noise is loud, discipline is the steady, quiet force that protects and grows capital over time.
The Power of a Financial Regimen: Structure That Builds Wealth
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Wealth is rarely the product of luck. Exceptional portfolios are built through structure, intention, and consistent habits. Just as a successful business depends on clear systems and steady operations, your wealth strategy benefits from a regimen that brings order, reduces uncertainty, and provides clarity in moments of doubt. A financial regimen is not about being […]
A Tribute to My Brother’s Relentless Work Ethic
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That kind of persistence doesn’t always get headlines. But recently, it did. Fundamental Income—the company he helped build from the ground up—was acquired by Starwood Property Trust, one of the largest real estate finance firms in the country.
Shirtsleeves to Shirtsleeves in Three Generations
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The Real Cost of Procrastination: How Delayed Decisions Impact Your Wealth
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"I’ll start tomorrow." We’ve all said it—especially when it comes to finances. Whether it’s opening that investment account, finally creating an estate plan, or updating your insurance coverage, financial procrastination feels harmless in the moment. But delaying key decisions has a cost—and the longer you wait, the harder it is to catch up. The truth? Tomorrow often turns into next year, and next year can quietly erode your future.
Beyond Good Intentions
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Real wealth isn't just about numbers in your accounts—it's about living intentionally and aligning your financial decisions with what truly matters to you.
Why is Google Your Financial Advisor?
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Let’s normalize going to the expert. Just like you’d see a mechanic before your engine gives out, or a doctor before the weird lump becomes a real issue—talk to a financial advisor before you're overwhelmed, behind, or panicking about that unexpected bill or market drop. Because the best financial plan isn’t built in a comment section. It’s built with a human who listens, strategizes, and helps you make decisions you can stand behind.
March Madness & Money: Why You Need a Financial Team to Win
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It’s March, and for anyone who’s ever been part of a team—on the court, in business, or at home—this season is a reminder of what it takes to win. March Madness is more than just brackets and buzzer-beaters. It’s about momentum, strategy, and trust. It’s about how no one gets to the championship alone. And […]
Financial Red Flags - Habits That Are Holding You Back From Building Wealth
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Wealth-building isn’t just about making money—it’s about making the most of it. When you’re earning a comfortable income, the stakes are higher. It’s not the $6 coffee that’s holding you back (let’s leave that to entry-level finance blogs). Instead, it’s the bigger habits—the ones you justify because “you’ve earned it” or “it’s no big deal.” But these small cracks in your financial foundation can turn into bigger problems over time.
The Emotional Side of Investing
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Investing is not for the faint of heart. Between market volatility, sensational headlines, and the ever-present fear of “missing out,” even the most seasoned professionals can find themselves making decisions based on emotions rather than logic. But here’s the hard truth: emotional investing is where good financial plans go to die. Whether it’s fear driving you to sell everything or greed tempting you to chase the next shiny thing, letting emotions control your decisions is a surefire way to derail your goals. So, how do you keep a cool head in an unpredictable market? Let’s talk about the psychology of investing and how to stay grounded when the world feels anything but rational.
Finance and Fitness- They Have More in Common Than You Think
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The clients who truly succeed treat financial planning the way a disciplined athlete approaches fitness. They show up, they put in the work, and yes, they might roll their eyes at a budget sheet the same way they curse burpees—but they stick with it.
Your Lifetime Contract: How Career Earnings Can Add Up to Millions
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We all experience sticker shock when we hear about professional athletes landing massive contracts or scoring lucrative brand deals. A $200 million max contract? Wild. Yet, if you pause to think about it, aren’t we all on our own sort of "contract" in life? While most of us aren’t dribbling basketballs or signing sneaker endorsements, our talents—paired with our careers—form the foundation of our financial lives.
Is Social Media Hurting Your Wallet? Time for a Reality Check
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Let’s get real—"Keeping Up with the Joneses" has been around for ages, but thanks to social media, it’s now gone global. Every time you scroll through Instagram, you’re hit with a curated feed of luxury vacations, fancy dinners, and shopping sprees, and it’s hard not to feel a little envious. But here’s the question: Is all that glam worth the cost?
Tips to Avoid Buyers Remorse
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Buying a house is often seen as a major milestone—a symbol of success and stability. But in the rush to achieve this dream, many overlook the financial reality behind homeownership. Unfortunately, without proper guidance, a significant number of new homeowners end up regretting their purchase due to unexpected financial strain. So, what’s the smart move? Hire a financial advisor before you sign on the dotted line. Here’s why it matters and how it could save you from one of the biggest financial regrets.
Don't Let Politics Derail Your Investments
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As we head into fall of 2024, it's a good time to reflect on some key lessons from the year so far—especially when it comes to investing. We’ve seen market swings, political shifts, and economic tightening, all of which can make you feel like you should be adjusting your financial strategies based on the latest headlines. But here’s a little secret: the best investment strategy often has little to do with who's in office.
9 Essential Retirement Strategies for a Secure Future
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Buying vs. Leasing a Car: A Strategic Decision for Long-Term Value
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The Process of Discomfort: Pushing Through for Financial Mastery
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Supporting You Through Every Life Transition
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Reverse Budgeting: A Simpler Approach to Managing Finances
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DINKS-
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No-Nonsense Advice for Expecting Couples
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Summer Splurging to Smart Spending: Getting Back on Track for the School Year - LifeManaged Financial Advisors
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Why Teaching Kids About Money Matters: Lessons from a Viral TikTok
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Baby Millionaires
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Investing for College Students: Start Early, Beat the Average
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Money & Marriage
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America, Freedom and Financial Opportunities
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How Much Do You Need to Earn to Feel Truly Rich?
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Date Nights and Dining Delights: Choosing Your Hard
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LifeManaged Financial Advisors – Phoenix, AZ
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