Interests: Investments and retirement planning.

St. Louis, MO
Joined June 2009
Financial Planner friends, heard that Jeffrey Levine @CPAPlanner was going to be in St. Louis in October for an event, can't find anything about it. Would love to see him if so, anyone know if he is doing any CE here soon? TIA!
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“Pay attention or Pay with Pain” life lesson via Wally @TraciBrown37 ‘s cycling coach Traci shared with us at #NAPFA19
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Presenting on Claim Process for a Long Term Care Event Brian Gordon of @MAGAltd
Retirement Life Planning - Beyond the Financials Alan Spector at #NAPFA19 Conference Chicago.
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Estate Planning for Modern Families and how estate plans should be structured for flexibility #NAPFA19
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The importance of rebalancing, not doing so leads to allocation drift and more risk/volatility than expected/desired. @christine_benz
The Bucket Approach to Retirement Planning: The Devil is in the Details presented by @christine_benz Director of Mutual Fund Analysis at @MorningstarInc #NAPFA19
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Terrific message about purpose and kindness from @Seb100Things at#NAPFA19
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The Biggest Reason You Should NEVER Use Your 401(k) to Pay Off Debt money.com/money/5641667/the-…
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Have foreign coins left from your travels? Consider donating them to UNICEF @UNICEFUSA children's charities Change for Good program address and details at their website ow.ly/jfst30oq8H7
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Tips for Keeping Track of Your Pension from Pension Rights Org @PensionRights ow.ly/I4Us30nKdnc
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Thank you @MichaelKitces for presenting to @FPA_StLouis and meeting with our NexGen group. You are so generous with your time and talent!
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Looking forward to this month's client event January 23rd RSVP info at clarkhourlyfinancialplanning…
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Get a new device? Free streaming movies and music, audio books, books, magazines, through @SLCL St. Louis County library. Apps: Hoopla, Kanopy, TumbleBooks, Overdrive, RBdigital, BiblioBoard, EBSCO eBooks, etc. ow.ly/KNIw30nawF9
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RT @richeis315: How to keep #retirement from being a drag bit.ly/2KGX9cm via @nextavenue
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RT @Meyeroff: Great info from @AgeWave leader includes, “In 10 years, the typical older person will be even more youthful, active, hip and financially strapped than today’s elder.” Positive..and scary. See Jnl of Active Aging, Sept/Oct 2018.
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