Jul 5, 2023
By Jessica Lanning, JD CFP I was sharing in another blog post about my friend’s question about what financial things she should have separate from her spouse. When she asked me this question, what came to mind was all the things that I’m surprised that...
Jul 2, 2023
By Jessica Lanning, JD, CFP® My 50-something friend, who has been married for 20+ years, was sharing with me over burritos the other night that she wanted to buy her spouse a pricey birthday present but had no means to do without the spouse seeing the...
May 27, 2023
By Jessica Lanning, JD, CFP® A down market can impact when you retire, and withdrawing money early on from a depleted account can affect the growth of those accounts. In this blog post, I will discuss how to manage your retirement income during a down market....
May 13, 2023
By Jessica Lanning, JD, CFP® Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every decision, you have to weigh the pros and cons of this decision. Here’s what to keep in mind....
Apr 30, 2023
By Jessica Lanning, JD, CFP® Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been through it. We thought we planned for everything. Many parents and children have had conversations about...
Apr 14, 2023
By Jessica Lanning, JD, CFP® As a financial planner, I’ve seen my fair share of families struggling with the overwhelming responsibility of caring for their children and aging parents. It’s a situation that I like to call being...
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