Are you ready for Hurricane season? As most of you are aware, especially from all the content being shared on “how to best prepare for a storm” lately. Hurricane season “officially” started on June 1st. I recently read an article myself where the author highlighted…
Kimberly DeProspero, CFP® speaks at the LPL Master’s Conference Financial Strategies Group: Marketing to Millennials Phoenix, AZ:Kim was recently asked to speak at the LPL Masters Conference about the importance of instilling a sense of financial literacy among today’s millennials. The annual event is attended…
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What does it mean to have an attitude of gratitude? It is that time of year when giving thanks is top of mind, and an attitude of gratitude means making it a habit to express thankfulness and appreciation in all parts of your life,…
Young professionals are an often-underestimated group when it comes to investing and retirement planning. This age group of so-called Millennials are constantly depicted as a generation that is lazy, frivolous, and overburdened by debt. Is it true? Not at all! Millennial Americans…
What, exactly, constitutes having a bad day? In my experience, many of the problems or challenges we face in our everyday lives lack the proper perspective, so we end up feeling (more) frustrated with traffic, stressed about work, upset by bad service at a…
As a single mother of 2 boys for many years, time alone was a luxury I rarely afforded. I grabbed moments to myself like most of us do as women—sporadically and without ever really recharging. I was on to the next project, the next meal,…
Enjoy our second quarter Newsletter!
CERTIFIED FINANCIAL PLANNER™ professional Hank Cleare spent the month of January focused on getting older, better, and smarter for a very important cause. Older in the sense that he has embraced aging client care as an urgent issue in the financial planning profession, better…