Author Linda Leitz’s latest article in the June 2018 NAPFA Advisor, features the perspectives of financial planners about educated budgeting. Sheila Padden shares her experience with a client couple describing an emotional struggle with spending within their means. After meeting with Sheila, the clients gained new control and confidence around budgeting and spending. [More]
June 26, 2017 By
Quoted in NAPFA Advisor Magazine on Life and LTC Insurance Issues
The May 2017 issue of NAPFA Advisor Magazine featured a story about life and long term care insurances and how they can dominate discussions between financial advisors and their clients, even more than health or homeowners’ insurance. Click to view a PDF copy of the full NAPFA Advisor article. [More]
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