Best Advice?  Tax Diversification

Best Advice? Tax Diversification

By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked:  “What’s your best financial advice these days?” Yes, Amtrak.  The train cars are totally stuck in the 90s – one outlet...
Investing:  Know What Game You’re Playing

Investing: Know What Game You’re Playing

By Jessica Lanning, JD, CFP® One last sports analogy, and I’m done.  At least for a little while. Promise. It’s March.  Which means I’m a bit crazy.  Ski season is winding down, and March Madness is winding up.  And UNC-Chapel Hill is going to the dance.  Go Heels!...
Maintaining the Basics in Financial Planning

Maintaining the Basics in Financial Planning

By Jessica Lanning, JD, CFP® I’ve gone the entire ski season without using some cliché sports analogy about skiing and financial planning.   So here it comes. I’m taking skiing lessons and reviewing the basics.  I thought this would be boring.  And it was.  But the...
Investing in an Election Year

Investing in an Election Year

By Jessica Lanning, JD, CFP® As always, I’m going to tell you to stay invested during an election year because discipline is critical to being successful over the long run.  I came across some good historical tidbits from JP Morgan, and I thought I’d share them with...
Emergency Preparedness Is Great Procrasti-tasking

Emergency Preparedness Is Great Procrasti-tasking

By Jessica Lanning, JD, CFP® Financial security means being able to take advantage of a financial opportunity and being able to weather any financial storm.   These days, that storm might be a real meteorological event. Superstition alone might save you.  So might a...
What Bootfitting Taught Me About My Clients

What Bootfitting Taught Me About My Clients

By Jessica Lanning, JD, CFP® It’s ski season, and I love to ski. This year I decided I needed new ski boots. Good ski days are all about having good boots. What I didn’t expect was to chat with my new bootfitter, Mandy, about the parallels in our business. (For those...