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 …
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
Julie Jacobson: Karleen you are so brave for sharing your struggles with us. You are ...
Jan Wheatley: Good Morning Karleen, I first attended your meeting with Sylvia Hampe...
Julie Jacobson: Thanks for this Dr. Yvonne. Will try this this morning. Have to be c...
Scott Straub: I teach presentation skills at a local college and what you said about...
Brittany Gadient: Thanks for sharing your beautiful story....