by Amy Jo Lauber | May 29, 2015 | Financial Planning, Life, Money
The following blog is by Amy Jo Lauber originally published on her blog page. I posted a comment on my Facebook page and Twitter feed that “Hiring a financial planner is a lot like buying an avocado; you don’t know if you have a good one until you open...
by Carl Richards | May 26, 2015 | Financial Planning, Investments, Money
The following blog is by Carl Richards originally published in The New York Times’ Blog. When I say “risk” and you say “risk,” chances are high we don’t mean the same thing. The finance industry defines risk as something measurable. It is variability within a set...
by Rick Kahler | May 23, 2015 | Experiences, Financial Planning, Life
The following blog is by Rick Kahler originally published in Rick Kahler’s Blog – Financial Awakenings. Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and...
by Carl Richards | Apr 24, 2015 | Basics, Financial Planning, Money
The following blog is by Carl Richards originally published in The New York Times’ Blog. “Can it really be that simple?” Over my career, I’ve heard these words from so many people. Clients, friends and family all just assumed that the process of financial...
by Brittney Castro | Apr 20, 2015 | Basics, Financial Planning, Money
The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women. Did you know that only 1 in 3 Americans prepare a budget every month to track their income and expenses?* That means a majority of people–two-thirds...
by Team WFAN | Apr 14, 2015 | Experiences, Financial Planning, Life
The following blog was originally published in Federal Navigators’ Blog. An Amazing Second Career For most people, life after retirement is a time a to relax, travel, and spend more time with family and friends. But Wayne Shipley’s life after retirement is...
