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How and Why Financial Planning Works

January 2023 By Jessica Lanning, JD, CFP®   Finally committed to getting your financial ducks in a row?  Not sure how to…

Getting Someone Else to Pay Your Taxes – Strategies To Minimize Estate Taxes

To paraphrase Benjamin Franklin, there are two things in life that are certain – death and taxes.  While we haven’t figured out…

The Curse of Bias – What Your Brain Fails to Tell You

We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…

The Magic and Misgivings of Big Money

By Jessica Lanning, JD, CFP® November 16, 2022   In the frenzy of a $2 billion Powerball prize, two phenomena came into…

Rising Interest Rates Can Be a Good Thing for Your Portfolio

November 9, 2022 By Jessica Lanning, JD CFP® The most commonly owned asset — a bond — is also the most misunderstood…

Top Strategies for Avoiding Overspending When You Get an Extra Windfall

October 18, 2022 By Jessica Lanning, JD CFP® It’s always a great feeling when you get a little bit of extra money,…

Reverse Mortgages: A Great Tool for the Right Situation

  October 3, 2022 By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over the age of 62…

What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know

September 16, 2022 What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know (Common Mistakes That You Can Fix…

Why Avoiding Investment Potholes Matter

September 2, 2022 Ask your average person on the street this question: If your investment loses 50% of its value, what rate…

The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why

August 2022   By Jessica Lanning, JD, CFP®   If you’re like most people, you have a lot of documents lying around…