“If you want others to be happy, practice compassion. If you want to be happy, practice compassion.” –The Dalai Lama As the year winds down, I find myself thinking of the year ahead and how to make it better. Regular readers may know that my father passed away this year and that event has inspired …
CFP
10 ways the financial planning industry has changed
10 ways the financial planning industry has changed In recent years, the financial planning profession has changed a lot. Technically the profession is 50 years old, so you would expect some changes. But specifically, I’m thinking of all the changes I have seen since I started in the business in 2002. The financial advice business …
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