How I Got Started

Many of you ask about how I got started and about starting/maintaining a financial planning practice in general, so, here is a link to an interview I did recently for Investor’s Business Daily that discusses those issues (print version last week 2/25/19).

Advisor Builds a Successful Business, One Income Stream at a Time

I joked with the reporter that is must be a slow month if he was interviewing me.  He agreed...