My 50-something friend who has been married for 20+ years was sharing with me over burritos the other night that she wanted…
Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been…
As a financial planner, I’ve seen my fair share of families struggling with the overwhelming responsibility of caring for both their children…
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…
January 2023 By Jessica Lanning, JD, CFP® Finally committed to getting your financial ducks in a row? Not sure how to…
We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…
By Jessica Lanning, JD, CFP® November 16, 2022 In the frenzy of a $2 billion Powerball prize, two phenomena came into…
June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes. If you…
June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…
By Jessica Lanning, JD, CFP® July 5, 2022 There’s a line from the 1964 film Zorba the Greek, where Zorba (played…
