Having significant Wealth in one stock can create stress and opportunity.
Your Certified Financial Planner Serving Cincinnati
Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.
"Balance is not better time management, but better boundary management. Balance means making choices and enjoying those choices." - Betsy Jacobson
December 30, 2024
December 27, 2024
Two things about me: 1. I live in Kentucky, and 2. I enjoy bourbon.
December 12, 2024
My Journey through 6 months of Unemployment
Many of us have joked about how nice it would be to not have a job and to just retire into the sunset....
