Mar 20, 2024
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...
Mar 6, 2024
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...
Feb 28, 2024
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...
Jan 30, 2024
By Jessica Lanning, JD, CFP® The holiday season is here. This should catch no one by surprise. Yet, it does. I learned long ago to manage my energy amid all the craziness – the parties, the shopping, the spending, the sugar, the alcohol, the daylight hours...
Jan 25, 2024
By Jessica Lanning, JD, CFP® This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest. It goes something like this… As I was booting up to ski last week, this was the (paraphrased) conversation going on...
Dec 3, 2023
By Jessica Lanning, JD, CFP® I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations. I start by admitting that I fully fell prey to our teeth-obsessed culture. Not only did I have braces...
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