Adam Koos, CFP®, CMT®
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Normally “Nerdvember” is a month for me to “nerd out” with charts, tables, and graphs, but to do so in a manner that is educational. My original plan was to focus on four different “themes” for each of the four […]
Written By: Laurie Hermance-Moore, Accredited Genealogist®, Heritage Bridge, and Adam D. Koos, CFP®, CMT® Have you thought about what you want your legacy to be? Of course, you want to protect and grow your financial assets, but wouldn’t you […]
Before I begin, I should mention that it’s officially “Nerdvember,” which is the month over which I “nerd out” on each of the columns that I write and send out each week. While these articles will be “nerdier” than most, […]
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There’s exactly one week until Election Day and while I hear a lot of people saying that “We won’t know who our President is until December, at least,” I disagree. Name a time in U.S. history when we had millions […]
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I often get made fun of by my staff for how little I watch the news. I have CNBC on all day long, but the volume is turned down so I can’t hear what they’re talking about. I’m watching for […]
