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Are You Stuck in Your Comfort Zone?

I’m a first born, a CPA – a poster child for conformity. I like to know what comes next (No surprise that I chose financial planning as a career!) and want a high level of confidence that I’ll be successful before attempting something. People like me...

How Long Will I Live?

One of the most crucial decisions in a financial plan is determining a longevity factor, which is a gentler, more clinical way of saying picking a date when someone might die. The risks involved are clear. Assume too short a life span and face increased risk of...