Mar 15, 2023
By Jessica Lanning, JD, CFP® If you’re still keeping your passwords on a sticky note or a spreadsheet, it’s time to upgrade to the 21st century, my friend. No one wants to be a victim of fraud or identity theft. That’s why you need a password...
Feb 14, 2023
By Jessica Lanning, JD, CFP® Were you finally committed to getting your financial ducks in a row? How do you get started? Or why should you? Let’s break down the financial planning process and explain why it’s essential. What is financial...
Jan 23, 2023
By Jessica Lanning, JD, CFP® To paraphrase Benjamin Franklin, two things in life are certain – death and taxes. While we haven’t figured out how to avoid death, what if we could avoid or defer taxes? When you die, your loved ones get to deal with...
Dec 25, 2022
By: Jessica Lanning, JD, CFP® Attention those who “know you should practice gratitude” and are resistant, resentful, bad at it, skeptical, stubborn, or downright haters: This article is for you. Here are some suggestions for muddling through this...
Dec 14, 2022
By: Jessica Lanning, JD, CFP® In the frenzy of a $2 billion Powerball prize, two phenomena came into sharp focus. First, dreams about big money are a good thing; and second, big money is humbling. Let me explain. You Have Permission To Play the Lottery Good grief. If...
Nov 27, 2022
By Jessica Lanning, JD, CFP® The most commonly owned asset — a bond — is also the most misunderstood by and mysterious to consumers. They buy them because they’re told to (40% of your portfolio!) and are told they will be the...
Deferred Sales Trust Company > Blog > Page 72
