It’s a curious observation that in the world of financial planning, much like many other professions, there’s a regular decade-ly hysteria about whether the next generation of technology might do away with this financial planning business altogether. Before I was in the planning business, it was the idea that non-levelized commissions would drive the brokerages out of business. With the …
Recruiting Wealth Planning Analysts
Over the past two months, we underwent the process of recruiting for two wealth planning analysts at our firm. We’ve written about our recruiting and hiring process before, so you can see how we’ve hired for other positions in prior blogs. We won’t do a write-up every time we hire someone at MY Wealth Planners, but we do think it’s …
Car Shopping
If you’ve watched a TV or streamed a video at any point since Thanksgiving, you are keenly aware that it’s the annual holiday BIG BLOWOUT ONCE-IN-A-LIFETIME SALE AT [Your Local Dealership]. Pick your auto brand, and apparently, there has never been a better time to buy your spouse a luxury sedan or truck with a big red bow on it …