May 2020

Multitasking Meets Its Match

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

May 2020

Release The Panic

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

May 2020

COVID-19 Presents New Opportunities for Scammers

By Angela Baker, JD, CFP®, CLTC, CASL®, RICP®

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

May 2020

Gimme Some Truth

By Kristan L. Anderson, CEBS, CFP®

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.