There we were, meeting and greeting NAPFA members at the Philadelphia Fall Conference, having a wonderful time … when we got a scary email from a neighbor from our hometown of Bellevue, Washington. Our garage door was open, and there was broken glass near the...
Summary: Ten CERTIFIED FINANCIAL PLANNER™ Professional financial advisors have signed on as Life Goes on Roadmap™ licensees. Life Goes on Roadmap is a system for personal financial information organization that empowers families to gain power, access and...
The co-founders of Life Goes on Roadmap™ today announce that their system for personal financial information organization is available for licensing by financial advisers who seek to support their clients in getting their financial information and...
Publici-Tea™ graduate (and my husband Steve Juetten CFP) has been working with passion to put the finishing touches in his new e-book. “Between a Rock and a Hard Place – Making the Right 2010 Roth Conversion Decision for You” debuted...
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