Financial Planning is About Trade-offs Over your lifetime you will make thousands of decisions involving…
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Margaret’s Tragedy The situation: Margaret is a 50-year-old woman who hasn’t worked outside the…
Primer on Stocks What are stocks? Stocks have been around for hundreds of years—the first…
James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…
Roadmap for financial planning When I say that being a financial advisor is a lot…