Browsing Category

Party Planner

What it is not and what it is

I notice a growing proliferation of proprietary financial services companies — like discount brokerage firms and mutual fund families — suggesting they do “financial planning” or will offer their potential clients a “financial plan.” But…

Manufacturers market

Something you might not know about me, but my love language is gifts. Giving and receiving… which means I take gifts very seriously. I don't know about you, but when it comes to gift giving, I like to give thoughtful gifts with…