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- OWNING YOUR FINANCIAL JOURNEY -


Jun 29, 20227 min read
College Planning: The Truth About the Financial Aid Process
Peter Lampert, CPA, Tax Attorney, Financial Advisor | Lampert & Associates LLC The truth about how the financial aid process works and...
469 views


Mar 16, 20222 min read
Five Tax Conversations to Have with Clients
Craig Wright, MBA, CFP®, ChFC® | Strategic Financial Concepts, Inc. Taxes are a top subject people care about when it comes to their...
510 views


Oct 16, 20173 min read
Debt: What it is and is it Good or Bad?!
Al Dickens | Strategic Planning Group Debt. Such a scary word. Let’s start with what I believe is an accurate definition. Debt is when...
108 views
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