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 While You’re Young)
By Jessica Lanning, JD CFP
As young people, we…
September 2, 2022
Ask your average person on the street this question: If your investment loses 50% of its value, what rate of return does it need to get back to…
August 2022
By Jessica Lanning, JD, CFP®
If you're like most people, you have a lot of documents lying around your house. You've probably been told at one time or another that…
June 15, 2022 (Part 2)
This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the first one, this would be a…
June 15, 2022 (Part 1)
When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for more…
By Jessica Lanning, JD, CFP®
July 5, 2022
There's a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon asked if he is married, replies, "Am…