July 17, 2017January 17, 2018Blog Some Good Advice I Gave, and Some Bad Advice I Wish I Hadn’t Given When trying to come up with something worthwhile to write, I realized that not every piece of financial advice I gave was […]
July 17, 2017January 9, 2018Blog Things I Learned From Smart Clients During my years as a financial planner, once I learned to really listen, I learned things that aren’t taught in financial planning […]