Jun 27, 2024
By Jessica Lanning, JD, CFP® My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews. Rather than poke, prod, squeeze, smash, or radiate body parts, I’m more-or-less doing the same with someone’s financial...
Jun 13, 2024
By Jessica Lanning, JD, CFP® Believe it or not, May is my most expensive month for skiing. I don’t even ski in May. I don’t much care for spring skiing, and I’m not going to travel to the Southern Hemisphere to ski. Yet here I am loading up on ski passes for the...
May 23, 2024
By Jessica Lanning, JD, CFP® The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked. How HELOCs Work Most people are familiar with a home equity line of credit. Homeowners go to a bank. If there’s enough equity...
May 9, 2024
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...
Apr 19, 2024
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!...
Apr 5, 2024
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...
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