When To Hire a Specialist Over a Generalist
November 29, 2023
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
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
A “Good” Property Manager Is Not a Mythical Creature
October 18, 2023
A good painter will tell you a good paint job is all about the prep work. Do a bad job making the walls paintable, and the paint job will look
When DIY Becomes WTF
September 21, 2023
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
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Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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