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Wakefield Hare Wakefield Hare, CFP® Wakefield Hare Wakefield Hare, CFP®

Real Financial Planning Optimizes Experiences

How much fun did you have this week? Did you do anything enjoyable or amusing? Do you find satisfaction in seeing other people have fun? Does your pleasure go down when you see that someone else is having “more fun” than you? Have you had a rich or fun experience recently you didn’t post on social media?

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Mike Zung Mike Zung, CFP® Mike Zung Mike Zung, CFP®

I’m a Financial Planner and I Don’t Think You Should Hire Me

Let me explain.

This is not about me. I’m not trying to play some kind of reverse psychology trick on you.

This is not a message of “just pick yourself up by your bootstraps and do it yourself” (more on that below).

This is not challenging the value of financial planning.

This is not challenging the value of a financial planner.

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General, Brandy Branstetter Brandy Branstetter, CFP® General, Brandy Branstetter Brandy Branstetter, CFP®

The Power of Simplicity: Why Your Finances Shouldn’t Be Complicated

There are countless biases and cognitive errors that humans make on a daily basis -- and many of them can affect whether or not you find financial success.

That’s because evolution hasn’t quite kept up with the rapid pace of societal and cultural development, so we’re stuck with the original operating system with programs that often lead us astray in the modern world. with an idea.

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