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...
It has been an interesting few months.
I struggled through the early parts of the pandemic with a sense of isolation and the disruption of everyday life. The past month, I have been reading “Atomic Habits” by James Clear and attending webinars on behavioral finance and practice management.
The common theme was mindset.
My great aunt Irma was quite well off, living in a small grove in Orange, California next door to entertainer José Feliciano. We visited her every few years and she took us to nice restaurants, always picking up the tab. As I got older, I was more a part of the adult conversations going on during those visits.
I was looking forward to attending the spring National Association of Personal Financial Advisors Conference last week in Denver. A bonus was the Cincinnati Reds were scheduled to play the Denver Rockies. Instead of being in Denver, I attended a virtual conference.
Sarah Newcomb, director of behavioral science at Morningstar Inc., gave a presentation on reframing retirement.
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