by Strategic Partner | Mar 15, 2023 | Blogs, Jessica Lanning, Uncategorized
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... by Strategic Partner | Dec 25, 2022 | Blogs, Jessica Lanning
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...
by Strategic Partner | Dec 14, 2022 | Blogs, Jessica Lanning
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...
by Strategic Partner | Nov 27, 2022 | Blogs, Jessica Lanning
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...
by Strategic Partner | Nov 14, 2022 | Blogs, Jessica Lanning
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...
by Strategic Partner | Oct 28, 2022 | Blogs, Jessica Lanning
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...