FIDUCIARY ADVISOR BLOG

Your retirement Magic Number can be a moving target

Is Your Retirement “Magic Number” Stressing You Out?

As someone who is obsessed with watching market numbers in all varieties daily for my clients, it may seem odd for me to talk about one number that constantly comes up in planning conversations: Your retirement “Magic Number.” It’s not that you shouldn’t have a goal to plan for, of course. It’s that this Magic […]

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Are You On The Path To Success? Think Or Know?

Are You on the Path to Success? Do You Think? Or Do You Know?

Do you want to get up for work every Monday morning until the day you die? Wow. Talk about a wake-up call. For many of us, even those of us who love our jobs, that’s not an outcome we want to realize. So why don’t more of us strive harder to ensure that such a scenario […]

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What's an ineffective retirement plan costing your company? We run the numbers.

What An Ineffective Retirement Plan Really Costs Your Company

You know it’s important to have a strong retirement plan for your company. Still, when it comes down to it: If you have an ineffective retirement plan, what’s the real cost to your company if employees can’t retire on time? It might seem easy to view your company’s retirement plan as an independent entity. In […]

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Today's financial wellness program is more than just retirement planning.

Today’s Financial Wellness Program: It’s About More Than Retirement

If your company is like most, you have employees who are carrying around a lot of stress with them tied to their finances. In fact, if the percentages mirror what PwC found in a recent Employee Financial Wellness Survey*, close to half of them have consistent balances on their credit cards. And one-third of them […]

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America’s Economic Magic Remains Alive and Well: Part II

What if we were to tell you that the U.S. manufacturing economy is doing amazingly well? Or that the U.S. is energy independent? Well, it’s true. How does that change your outlook on the financial picture of the country? In this continuation of John Eberle’s conversation on surprising economic progress, we look at the powerful […]

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What's hiding in the fine print? As John Eberle explains, it might be your lost dreams.

What’s Hiding In The Fine Print? It Might Be Your Lost Dreams.

Picture yourself signing your name to dozens of pieces of paperwork with no idea what you’re signing. Sounds out of the ordinary, right? Well, it isn’t. The reality is that it’s happened all too often to people who were working with someone who thought of their own volume sales goal first – not their client’s […]

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The Federal Reserve - are we giving it too much credit for its influence?

Are We Giving The Fed Too Much Credit For Influence?

The Federal Reserve recently raised a key interest rate .25% and in the 24 hours since, it seemed to be the only non-White House issue the media could talk about. What are the implications for the economy?   The Federal Reserve Is Just A Scorekeeper. Really. Let’s consider the real factors here. When we drill down […]

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Planning your financial future is like working out

Planning for Your Financial Future is Like Working Out

Do people stick with their new year’s resolutions of working out? No. Because it’s not a lot of fun. Well, planning your finances isn’t always fun either. And, like working out, it’s easy to put off. Fiduciary Financial Partners’ John Eberle speaks to why it’s vital to power through these mental barriers to finally address […]

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Can you manage to separate your feelings from finance?

Finance Is Never About Your Feelings

How do you FEEL about the stock market? Do you FEEL that it is too high and ready for a big fall? Well, people may love to share their FEELINGS about investing. Yet at Fiduciary Financial Partners, we spend a great deal of our time separating financial emotion from financial reality. FEELINGS should not enter […]

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