My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...
Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...
One of the highlights every year is attending the National Association of Personal Financial Advisors conference. This year, the conference was virtual. I missed networking with other advisers. Several of the sessions I attended focused on the needs of women.
I’d like to begin with a show of hands: all those who enjoy reading their insurance policies, please raise your hands now. Hmmm, I don’t see very many and I must admit that if this was a Zoom call, you wouldn’t see mine either. However, insurance is part of our lives so it’s important that those who buy it either understand it or have trusted advice at hand.
I was intrigued this week when a story in my newsfeed headlined, “Americans’ love affair with pickup trucks might be derailing their retirement plans” popped up.
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