I’ve heard the following words countless times from our clients: “Saving was the easy part.” Not at all discounting the discipline it requires to deny yourself the instant gratification most people naturally crave, but it makes sense when you truly ponder it. Once you set your mind on saving, the decisions you make about how […]
If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question to that. People know what dentists do: they clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not exist for the financial planning […]
Financial planning is more than just saving for retirement. Different goals throughout our lives require different methods of planning. As part of our Financial Planning 101 print and video series, The Business Journal caught up with Jonathan Lapine of W3 Wealth Management and asked him common questions about financial planning.