IT DOESN'T HAVE TO BE YOU
Jun 09, 2025
In a perfect world, according to Lucila, we would all be delivering advice for a fee and supporting full implementation for our clients. The Advice-Based Financial Planning (ABFP) model works. It a...
ARE YOU A QUITTER?
Jan 24, 2022
Last Monday was National Quitter's Day. How did you do? Did you do what the vast majority of Americans do and give up on your New Year's Resolutions?
If you are anything like me, and most everybody...
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IT DOESN'T HAVE TO BE YOU
Jun 09, 2025
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