All posts tagged financial advisor

True Wealth Is More Than Money

True wealth is not measured by how much money you make; it’s measured by the size of problems you can solve. Tell me what profession solves bigger problems than this:  helping to protect loved ones if you die prematurely, creating […]

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Make A Difference (True Story)

Many years ago, a young man and his fiancé, who was due with their first child, made an appointment with a financial professional to discuss a plan for

Women Helping Women

80-90% of women will be solely responsible for handling their finances at some point during their lives. (OppenheimerFunds, Women & Investing. “Make it Happen!” September 30, 2008.) Women can