At this busy time of year, we are all pressed above and beyond the norm to get it all...
Tag Archive for: financial planner
Why do wives leave their husband’s financial planner when they are widowed? Maybe because he never paid any attention to...
How do a financial planner’s values affect the decisions they make as an advisor? This past week I presented...
Julie is a 55 year-old surgeon who has been divorced twice and never getting married again. Or so she...
As we enter the New Year, after a spectacular run last year and the year before, the inevitable “can...
Sometimes in life there are things which are more important than money. Yes, I, the financial planner, just wrote that!...
