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Latest From Our Blog

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Quoted

I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources ranging from The Wall Street Journal to the Two Cents blog. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.

Insights Planning
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The Four Levels of Life Insurance Planning

I’m very excited about the current revolution I’m seeing in the world of insurance advice. In the last few years, no-commission life insurance options have become more widely available, and that trend looks to be accelerating. Unfortunately, most folks are getting their life insurance advice the old-fashioned way.

Planning
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Better Balance

Once you have done the hard work to determine a mix of holdings that's best for you, there is still plenty of work to be done. MILE Wealth uses smart rebalancing strategies and finely tuned software to keep client portfolios in check.

Investments Planning
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Why Cyborgs Rule

The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.

Planning Insights
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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Planning Insights
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Escape Rooms Are Like Financial Planning

Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.

Planning