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Category Archive for "financial planning"

Together and Separate: What individuals in a couple need for themselves

May 19 2023

My 50-something friend who has been married for 20+ years was sharing with me over burritos the other night that she wanted…

Lessons from the Field Around Aging, Caregiving, and LTC Planning

Apr 01 2023

Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been…

Avoid Being Sandwiched – How To Plan For Concurrent Child and Parental Care

Mar 17 2023

As a financial planner, I’ve seen my fair share of families struggling with the overwhelming responsibility of caring for both their children…

Financial Things You Should Start and Stop Doing Right Now

Jan 27 2023

February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…

How and Why Financial Planning Works

Jan 19 2023

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

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

Dec 23 2022

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

Nov 16 2022

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

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 2

Jul 16 2022

  June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes.  If you…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 1

Jul 16 2022

June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…

Don’t Try This at Home:  How to Build a Stable of Experts to Help with Financial Matters

Jul 05 2022

By Jessica Lanning, JD, CFP® July 5, 2022   There’s a line from the 1964 film Zorba the Greek, where Zorba (played…

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