Tax Info: Top 6 Resources for Financial Planners
I’ve been a CFP® for quite a while, but I don’t know everything, especially when it comes to tax laws. It seems like we hear…
Category: Financial Planning
Unconditional Positive Regard in Financial Planning
When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the…
What Does It Mean To Partner With Your Clients?
In the financial planning profession, we talk a lot about partnering with our clients. But… Do we really partner with them? Sure, we create plans…
Solving Problems Both Big & Small
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save…