Tag: family finances

A woman wearing glasses and clapping her hands.
Cash Flow and Budgeting
Lia Bertelson

Let’s talk about the B-word

…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to

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A group of people that are standing up with hats on
Cash Flow and Budgeting
Lia Bertelson

Paying for college soon?

I attended a webinar yesterday hosted by Joe Messinger, CFP®, ChFC®, CLU®, co-founder of Capstone College Partners. He and his company provide expert advice and

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