Confessions of a Financial Planner: I Felt Guilty About An Inheritance

Confessions of a Financial Planner - I Felt Guilty About An Inheritance

I’m back with my second “Confessions of a Financial Planner” series to talk about how I felt guilty about an inheritance I received from my dad. If you missed the first one, you can read Confessions of a Financial Planner: I’ve Held “Too Much” Cash.  As a financial planner and as someone who has helped […]

Confessions of a Financial Planner: I’ve Held “Too Much” Cash

Confessions of a Financial Planner - I've Held Too Much Cash

Have you ever wondered how and why a financial planner makes their own decisions around money?  This new series “Confessions of a Financial Planner” is for you.  Each month, I’m going to write one confession about an action I’ve taken that breaks a financial “general rule of thumb” or something I wish I had done […]