One of the greatest pleasures of financial planning is helping clients solve their financial problems. It brings the client peace and gives us enormous job satisfaction. Along the way, we learn a lot!
Many of these lessons are one-off events that are important to share and cannot be captured in a simple newsletter. To spread this wealth of knowledge, we have created a new blog. Each month one of our planners will share their take on a variety of financial planning topics- including investment, estate planning, insurance, tax, cash flow planning, or fun life topics.
Our newly created blog will also serve as an archive for all future LPP communications including our quarterly newsletters, timely market commentary, and LPP webinar recordings (both past and future).
To keep up with our blog, visit lifeplanningpartners.com/blog. If there is a subject you would like for us to address, please send your ideas our way. To kick things off, Tanner provides some helpful travel tips to keep your adventures safe and worry free. We hope you enjoy our blog and we look forward to your feedback.
