Jan 7, 2022
“When Lisa Wiseman became an advisor in 1999, she expected to manage clients’ investments and provide comprehensive financial planning. She didn’t expect to help them pay bills. More than 20 years later, she’s doing some of both.” So...
Oct 28, 2020
Former President George H. W. Bush famously once said, “I do not like broccoli. And I haven’t liked it since I was a little kid and my mother made me eat it. And I’m President of the United States and I’m not going to eat any more broccoli!”. As adults, we can choose...
Oct 22, 2020
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? You are not alone. With an aging population in which many people don’t have...
Feb 12, 2020
CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
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