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Semi-retired by 37: One RIA’s roadmap

In my practice, I take my clients through a process of values-based financial planning, which digs into the “Why?” of their financial plan versus just the “How?” One day recently, I had a lightbulb moment: “Why aren’t I doing this for my career, my family and myself?” At 37, I’ve put six years into building […]

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The CFP Title Game Was All About the Crowd — and Trump

There was a charged atmosphere Monday night. Photo: Sean Gardner/Getty Images Sports crowds are living, breathing, palpable beings: tens of thousands (sometimes hundreds of thousands) of people crammed into an area that you would otherwise never even attempt to cram tens of thousands of people into. It can take on personalities of its own, and […]

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Venables itching to spot the ball in CFP championship

NEW ORLEANS – Third-ranked Clemson and No. 1 LSU last played two weeks ago in the College Football Playoff Semifinal and won’t play the CFP National Championship Game until Monday evening. The long layover proved beneficial in rebuilding the teams’ health after physical games in the semifinals but have players and coaches itching to get […]

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Here’s exactly what millennials should be doing every five years to become rich, according to a financial planner

There’s really no one way to define “” — everyone measures wealth in different ways. “I know many people who make less than $50,000 but consider themselves wealthy because of their health, family, and friends,” Douglas A. Boneparth, CFP and president of Bone Fide Wealth, which offers financial planning and advice to high-net-worth millennials, told […]

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