Please Join Me! The Future is Feminine The topic of this discussion will address the following questions: What does the future of the Financial Planning industry look like and where are women now? How did women get here and what do women bring to the industry? What do women need to know about the opportunities in financial … Continue reading The Diversified Planning Solutions Mentoring Forum
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Go One Step Further: The 529 ABLE For Recovering Opioid Abusers…?
Posted December 13, 2018 Can the 529 ABLE account be expanded to include Opioid Use Disorder as a qualified disability? It is worth considering. Prior to June 2018, the Whatcom County Sherriff’s office had a policy of denying individuals suffering from opioid use disorder (OUD) medications that treat opioid addiction. Inmates were required to go … Continue reading Go One Step Further: The 529 ABLE For Recovering Opioid Abusers…?
Thief – Overcoming Social and Economic Barriers to Human Capital Recovery
Posted November 29, 2018 “My life was a raging dumpster fire!” – Anonymous, after two weeks at a residential drug rehabilitation treatment center. So, how does the practitioner or client engage in financial planning while the client is driven to desperately and surreptitiously feed their addiction or fearfully concede to a dependence on opiates? When … Continue reading Thief – Overcoming Social and Economic Barriers to Human Capital Recovery
Your Cyberspace Assets
Photo by Markus Spiske temporausch.com on Pexels.com I am always fascinated by a great action packed or science fiction movie that appears to foreshadow the direction our country is going when it comes to technology, global geo-political-military affairs, or the human condition and how we relate to each other. Whether it’s Soylent Green and the … Continue reading Your Cyberspace Assets
Waypoints
A waypoint is a point of interest or an intermediate stop along a journey. Ideally, the relevant waypoints have been determined and the final destination has been identified BEFORE a journey begins. What we have to remember is that in financial planning, as it arguably is with all planning, a waypoint is not a final … Continue reading Waypoints
Peace of Mind Waypoints 