If you were to call my office to inquire about making an adjustment to your investment, insurance policy, or financial plan, you would either 1) speak to me in person; 2) leave a message on my voice mail; or 3) send me an email. But what if I no longer had the capacity to respond […]
[dropcap1]W[/dropcap1]ant to gain some knowledge while you eat lunch? Want to go home to your family with a new plan of action? Stay tuned…I have a “lunch and learn” lecture series available for you and your work group! But first, you need to understand why I’m making this opportunity available to you and your colleagues
Work Site Lecture Series Read More »
Yes, I passed!! By the way, the national pass rate of those who took the exam this past March was only 59%. And those are people who studied and took courses to pass the exam. If you’ve ever taken a certification exam, you can relate to the stress and anticipation waiting those few seconds for
Certified Financial Planner…it’s official!! Read More »
Did you know that there is no sales tax in Oregon, Delaware, New Hampshire, and Montana? Did you also know that there is no State income tax in Alaska, Florida, Nevada, New Hampshire, Wyoming, Texas, South Dakota, Tennessee, and Washington? “How can this be,” you ask? Part of the beauty in our Constitution (and the
Tax Here, But Not There? Read More »
