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- OWNING YOUR FINANCIAL JOURNEY -


What Is Person B, Really?
David Duchene, CLU®, ChFC®, MBA | Eagle Strategies LLC Picture this: A young man contacts you who is an engineer in his late 30s making...
Sep 29, 20224 min read
622 views


College Planning: The Truth About the Financial Aid Process
Peter Lampert, CPA, Tax Attorney, Financial Advisor | Lampert & Associates LLC The truth about how the financial aid process works and...
Jun 29, 20227 min read
470 views


Five Tax Conversations to Have with Clients
Craig Wright, MBA, CFP®, ChFC® | Strategic Financial Concepts, Inc. Taxes are a top subject people care about when it comes to their...
Mar 16, 20222 min read
510 views


Debt: What it is and is it Good or Bad?!
Al Dickens | Strategic Planning Group Debt. Such a scary word. Let’s start with what I believe is an accurate definition. Debt is when...
Oct 16, 20173 min read
109 views
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