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Category Archive for "High-Income Earners"

Fearing Triangles and Real Financial Dangers

Aug 18 2023

By Jessica Lanning, JD, CFP®   This blog post is about putting your financial worries into perspective. My family taught me last…

Weeding Out the Investment Weeds

Aug 02 2023

By Jessica Lanning CFP   I thought weeding was the lowest of all tasks, and yet there I was, relegated to pulling…

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…

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…

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…

Hiring a Financial Planner Starts With 20-minute Phone Calls

May 16 2022

  Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your…

Avoid the Biggest Mistake Investors Make

Oct 06 2021

October 2021   What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…

Hang Up On Hustle Culture

Sep 16 2021

September 2021   Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner…

Taming Financial Biases

Sep 16 2021

August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…

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