Justin will be helping out with client meetings, dotting i's and crossing t's behind the scenes, asking his usual insightful questions, and putting his hard-earned knowledge to real-world work. He'll …
Channeling Jeff Foxworthy – You Might Want a Trust If….
“Do I need a trust?” Although it's a legal question, it's frequently asked of financial advisors. What do they say? “Hey, I’m not an attorney,” is one possible—but maybe not the most …
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Raining on Bob Barker’s Parade
Winning the Double Showcase did not happen often. It took an extraordinary amount of luck and skill at guessing grocery prices. My sisters and I loved to play along and cheer for the contestants. …
What’s Your Financial Life Satisfaction?
Financial life satisfaction is not often described, defined, or discussed in the financial world. Underpinning financial decisions is the assumption that the more you have or the more you make, the …
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Needed: More Female Certified Financial Planners
Help! We need more female Certified Financial Planners™. Compared to other professions, financial planning’s progress in attracting women looks pretty slow. According to the CFP® Board of Standards, …
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