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Financial Planning in 1987

In All by Brian Imrich

A couple weeks back, I was sitting with clients who are on the eve of retiring and one of our last projects was the review of their current life insurance …

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Relaxation is a Muscle

In All by Brian Imrich

I remember growing up I could lay around in the summer for hours at a time.  Headphones on, book open or just laying with my hands behind my head. Relaxation …

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$1,000,000,000,000

In All by Brian Imrich

A trillion!   Look at all the zeros.  It is so difficult to comprehend that level of wealth or that many dollars being concentrated in one spot! During the morning …

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Vaca Take Away

In All by Brian Imrich

We just returned from a week long family trip in the Adirondack mountains.  The weather was phenomenal, the kids were great, but the one curve ball was a small black …

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Finding Parity

In All by Brian Imrich

Definition of Parity – “the state or condition of being equal, especially regarding status or pay.” Savings parity could be defined as your savings per year being exactly equal to …

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A Small Leak

In All by Brian Imrich

“Beware of little expenses. A small leak will sink a great ship.”     -Ben Franklin There exists a term in the finance world, “lifestyle creep,” and it sure as hell …

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The Last Thing Packed

In All by Brian Imrich

The last thing packed. Probably an afterthought.  You throw it in the car cause who knows! There seems to be room, might as well bring it.  In my car, it …

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Demise of the D.O.L. Ruling

In All by Brian Imrich

The Department of Labor’s Fiduciary ruling is officially dead.  A practical, but albeit backdoor approach by the Obama Administration to try to enact a rule to force financial advisors to …

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Keep It Simple

In All, Having a Child by Brian Imrich

In many recent meetings, the question has been posed to me, by mostly new parents, what to do with the child’s money??  They got $50 for a baptism or $100 …