Jul 29, 2022
By: Jessica Lanning JD, CFP® There’s a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon being asked if he is married, replies, “Am I not a man? And is not a man stupid? I am a man, so I’m married. Wife,...
Jul 13, 2022
By Jessica Lanning, JD, CFP® Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a frightening number for those do-it-yourselfer investors on the verge of retirement. ...
Jun 30, 2022
By Jessica Lanning, JD, CFP Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My goal here is to bring you some clarity so that you can get out of...
Jun 25, 2022
By Jessica Lanning, JD, CFP® Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your hiring process. This article will tell you how. Financial Planning, Groundhog Day-style...
May 24, 2022
By Jessica Lanning, JD, CFP® Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose. Misconception #1: Planners paid by commissions are inherently bad, evil,...
May 12, 2022
By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you feel you are getting good value. There are commission-based, fee-based,...
Deferred Sales Trust Company > Jessica Lanning > Page 8
