As we emerge from the worst of the pandemic and subsequent lockdowns, people may be eager to resume travel, eat out, and attend entertainment events. In economist-speak, there is a lot of pent-up consumer demand in the economy. Read more
Top 10 Financial Planning Tips for Success
In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address.