by John D. Buerger, CFP® MSFS | Mar 29, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 22, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Mar 22, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 15, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Mar 15, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 8, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Feb 5, 2019 | Cash Flow, Economy, Wealth Health
When it comes to your money, paying attention to the details is critical. For Allyson and I, when we started paying attention, everything changed. Income came up. Debt went down. Money conversations were easier. The challenge is finding ways to keep the experience...
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