My CPA sent me my tax organizer yesterday. Ugh.
We’re only in the first few weeks of January! Really?! He couldn’t have given me one more week of tax prep denial…
I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations.
I start by admitting that…
September 2023
By Jessica Lanning, JD, CFP®
This blog post is about when it’s time to concede that doing-it-yourself is no fun and it’s time to delegate.
About a month ago I declared…
By Jessica Lanning, JD, CFP®
This blog is about planning travel when you are done with work, what to consider, and what to plan to spend.
And it’s about the beauty and…