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Our Base eMoney Assumptions

A lot of advisors want to know what base assumptions our teams uses in eMoney Advisor Advanced Planning. I have taught this many time in ...

Taxes And Retirement Contributions

What Can My Taxes Tell Me About My Retirement Contributions? When the calendar turns over to a new year, there is a lot going on ...

Define Your Core Values

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They ...

Discover And Declare Your Why

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They ...

5 Leadership Lessons From Ted Lasso

Ted Lasso is that feel good comedy we need more of on television. It makes you laugh which is good for your soul, but the ...

Defining Your Roles

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They ...

Equipment Recommendations for Content Creation

You may be looking to upgrade your video equipment with Black Friday and Cyber Monday deals. To help you out, I am sharing what we ...

9 Lessons I learned from my Dad

My father was called home to be with God 9 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 72nd birthday. There ...

Knock, Knock! It’s the “Backdoor” Roth IRA

In my year end planning with clients there is a topic that is discussed often, IRA contributions. Should they contribute to their Traditional IRA, should ...

What’s In An Auto Policy?

It is almost impossible to turn on the TV or listen to the radio and not see or hear an ad for auto insurance. Just ...

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13 Lessons I Learned From My Dad Beratung

13 Lessons I Learned From My Dad

My father was called home to be with God 13 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 76th birthday. There is not a day that goes by that I do not think of my dad. In his memory, I wanted to share the 13 most important lessons he taught me, one for each year he has not been with me.

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