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 control over...
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 documents...
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 TODAY at this...
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