The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...
A wonderful set of parents recently sent their son to me for financial advice. He was a new college graduate and was about to start his first “real” job. Prior to this session,...
Question: I'm really confused about what type of life insurance coverage to purchase for myself and for my husband. Any advice? People buy insurance to reduce or eliminate the financial risk...
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