Latest NAPFA Advisor Issue Features Planner Perspectives on Successful Budgeting

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]

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]