Latest articles by William Rassman, CFP®
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3 Unexpected Financial Planning Lessons From My Dog
Financial Planning Given the right training, dogs (and their owners) can do almost anything. Here’s what my dog, Gopher, helped me learn about finances.
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The True Cost of Financial Procrastination
Financial Planning The obvious costs include late fees and the loss of the magical power of compounding, but there are less obvious — and more insidious — costs as well.
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Should You Fast-Forward to a 'NextGen' Adviser?
Financial Planning If your grandfather’s financial adviser doesn’t feel like a good fit, it might be time to go shopping.
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7 Tips for Talking to Millennials About Money
spending Discussing financial matters with your kids can be difficult. Try to remember that they are adults.
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