YOU’RE NOT FOR EVERYONE

financial advisors Jun 23, 2025


Have you ever walked into a room of fabulous people and felt insignificant?
Don’t lie; you’re human; I know you have!

 

Do you ever think that these people are too fancy for me and would never want ...

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IT DOESN'T HAVE TO BE YOU

financial advisors Jun 09, 2025

 

In a perfect world, according to Lucila, we would all be delivering advice for a fee and supporting full implementation for our clients. The Advice-Based Financial Planning (ABFP) model works. It a...

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ARE YOU A QUITTER?


Last Monday was
National Quitter's Day.  How did you do?  Did you do what the vast majority of Americans do and give up on your New Year's Resolutions?  

If you are anything like me, and most everybody...

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