by John D. Buerger, CFP® MSFS | Feb 13, 2021 | Economy, Investing, Wealth Health
I haven’t done a blog post in months. Thank you, COVID-19. Thankfully, my Priorities were well defined before the pandemic so I could respond in a healthy way to the pandemic. Let me explain. As a solo advisor, I have to be just as careful about how I allocate my...
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 | May 8, 2019 | College Planning, Financial Planning, Wealth Health
This week we have a range of articles and none of them have anything to do with investments – the topic I am most asked about. They do address some messy aspects of life and how best to be ready for them. “Ready for Anything” is the best way to deal...
by John D. Buerger, CFP® MSFS | Mar 27, 2019 | Biz Leadership, Financial Planning, Wealth Health
My mother turns 92 next month. I recently asked her if she had regrets. Her answer was, “I always tried to live a life that I don’t regret.” Now you know where the Wealth Health “be intentional” focus came from. 90-somethings DO have...
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