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Month: May 2018

The pressure to save….or lack thereof

The pressure to save….or lack thereof

Once a week I attend a men’s group book club at our church. As one of the younger guys in the group, I really enjoy getting to surround myself with older men who have had the chance to make a few mistakes and also have plenty of success stories. It’s a great opportunity to be around some like-minded individuals who strive to become better fathers and men in general. The book we are reading is called Play the Man by…

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Tips to help transfer your accounts to Vanguard

Tips to help transfer your accounts to Vanguard

In one of my earlier posts I wrote about firing our financial advisor and transferring assets to Vanguard. We initiated this process a month ago and I’m still waiting on the transfer to complete. Here’s a few tips I can give you that might help explain the process and give you an idea of what to expect. Notify your advisor ahead of time I took the initiative and called my advisor before I filled out the transfer forms with Vanguard….

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Perform a SWOT Analysis

Perform a SWOT Analysis

Recently at work I was asked to create a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) for my staff pharmacists. The idea being to come up with a development plan for succession within our store. Doing this exercise got me thinking about completing a SWOT analysis for my current path to FIRE. I’ve found a SWOT analysis to be applicable to a variety of situations. For work, I was able to use my analysis to set both short and long-term development…

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What joining a cult taught me about investing

What joining a cult taught me about investing

Two years ago I joined a cult. And it was one of the best decisions I ever made. I was nervous and quite hesitant at first. I’d heard a lot of people talk about it and my curiosity had been growing for a number of years. I had fears and for a long time I let those fears be the decision maker, or rather my indecision maker. So I did the easy thing and stayed put (sound familiar?) where I…

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