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
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 […]