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Make Your Routine Routine

Following last week’s reported breach at Equifax (see Danielle’s blog on how to handle if you haven’t taken action yet), I wouldn’t be remotely exaggerating to say I’ve had more than 50 conversations that included someone saying something to the effect of. . . “I’ve...

Uncomfortable Conversations – Part I

Uncomfortable Conversations – Part I I don’t like to make people uncomfortable. I became an advisor because I wanted to take care of people – to help them feel safe and financially secure.  Asking questions and raising issues about difficult topics...