Gratitude Tips for the Ungrateful, the Skeptical, and the Stubborn
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...
The Magic and Misgivings of Big Money
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...
Rising Interest Rates Can Be a Good Thing for Your Portfolio
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...
Top Strategies for Avoiding Overspending When You Get an Extra Windfall
By Jessica Lanning, JD, CFP® It’s always a great feeling when you get a little bit of extra money, whether it’s through a bonus at work or a raise, a gift or an inheritance, or the sale of an asset. This is often an opportunity to buy something or...
Reverse Mortgages: A Great Tool for the Right Situation
By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over 62 to access the equity they have built up in their homes. These mortgages can provide cash flow for retirees, help them stay in their homes, and more. However, reverse mortgages are...
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