The Best Advice You Never Received
So…What do you actually do for me? Before I launched MARGIN almost two years ago, an obsessive quest began: What were my peers really delivering to clients? Not just their marketed online services. Not just the lip service of their pitches. Not just their portfolio...
Fast Food Financial Planning
Welcome back! I haven’t written you in a while, but I promise there’s a few good reasons: As you see, we’ve revamped our site! Check out our new complexity based flat- fee structure (for current clients, nothing is changing for now). We’ve also...
Is college really worth it? That depends…Do you really see it as an investment, or free pass to the middle class?
“Dad, why is college going to cost me $160,000 when I’m older.” – My 10-year-old Is 4-years of college with a mortgage of debt the best path to equip our kids to be financially successful? An investment, or a hasty middle-class checkbox? I was...
Financial Planning adds Tangible Value, but that’s not the most important part…Part Two
“Here is natural instinct and here is control. You are to combine the two in harmony, now if you have one to the extreme, you will be very unscientific. If you have another to the extreme, you will all of a sudden be a mechanical man, no longer a human being. It...