Lectures of Love
By Jessica Lanning, JD, CFP® Last week I got The Lecture from my physical therapist. I was whining about doing all these exercises, how managing an older body takes up too much time, how youth is wasted on the young, and how I fear I’ll have to do these...
When Your Portfolio Catches COVID
By Jessica Lanning, JD, CFP® I got COVID for the second time about a week ago. I am fine because I’m here writing this blog post. I had a bad case of sniffles and a runny nose for two days, and then I was pretty much back to normal. Tested negative less than...
The 529 Plan: Your Pet Rat
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced those. All rescues (yes, rat rescues are a real thing). Rats are billed as “perfect pets.” They don’t require a lot of...
The Deferred Sales Trust 2.0 with Brett Swarts
The Deferred Sales Trust 2.0 with Brett Swarts In this episode, we ask: Who needs to hear about this? Would you like to watch select clips on YouTube? What about tax strategies? What about deferring tax? Is it always a good or bad idea? What is the...
Together and Separate: What individuals in a couple need for themselves
By Jessica Lanning, JD, CFP® My 50-something friend, who has been married for 20+ years, was sharing with me over burritos the other night that she wanted to buy her spouse a pricey birthday present but had no means to do without the spouse seeing the...
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