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
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
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
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
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
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
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
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,