Jan 28, 2025
By Jessica Lanning, JD, CFP® Goals, at their best, can feel dull and uninspiring. At worst, they are an excuse to beat yourself up when you don’t achieve them. “But it’s January!” you exclaim, and you need a goal, or the year will go by, and you will have done...
Dec 27, 2024
By Jessica Lanning, JD, CFP® News flash: The end of the year has begun and with it comes the urgency to tackle your end-of-year financial planning. Now is the time to check those important tasks off your list. You have a couple of months left to align your finances,...
Oct 31, 2024
By Jessica Lanning, JD, CFP® Besides getting your student a college degree, perhaps the best learning that happens in college is cash flow management. Don’t miss this opportunity. If you have been giving your child an allowance, this exercise for college will be...
Sep 19, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Aug 14, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Jul 17, 2024
By Jessica Lanning, JD, CFP® Health issues and chronic diseases can significantly impact your financial plans. As a financial advisor, I often encounter clients grappling with these challenges, particularly in the later stages of life. Let me share a story about a...
Deferred Sales Trust Company > Jessica Lanning
