Career
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 about new proposed tax changes every few weeks, and it
October 20, 2021
Financial Planning and Career Advice
Financial Planning and Career Advice
Career
If you’ve spent some time around here, you know that the purpose of Amplified Planning is to train and educate financial planners. I want to build a community of professionals and help us all find
October 6, 2021
Career
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 most important professional superpower doesn’t have anything to do with
September 16, 2021
Financial Planning
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 for them and guide them through larger financial decisions. But
September 1, 2021
Career
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what it means to be a woman, a pregnant woman, and
August 18, 2021
Personal
Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative, shall we say? Around this time last year, the first
August 6, 2021
Career
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to see the people who applied and to witness our own
July 28, 2021
Career
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 for retirement, prepare for a change in employment, handle taxes,
July 21, 2021
