Dec 3, 2023
By Jessica Lanning, JD, CFP® I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations. I start by admitting that I fully fell prey to our teeth-obsessed culture. Not only did I have braces...
Oct 26, 2023
By Jessica Lanning, JD, CFP® Just when I think I’ve finally gotten through to my family, friends, clients and loved ones, it happens again – someone tells me about their recent (poorly considered) extra payment on their mortgage, relaying the story with pride. I don’t...
Oct 12, 2023
By Jessica Lanning, JD, CFP® This blog post is about when it’s time to concede that doing-it-yourself is no fun and it’s time to delegate. About a month ago I declared myself a master of maintaining my 80-year-old friend’s swim spa — as if this is something for...
Aug 23, 2023
By Jessica Lanning, JD, CFP® I thought weeding was the lowest of all tasks, yet I was, relegated to pulling weeds. I’ve never been one for yard work. A city kid to the core, I love that great swaths of concrete and rock gardens free me to do other things with my...
Aug 14, 2023
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...
Jul 27, 2023
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...
Deferred Sales Trust Company > Blog > Page 69