Laugh and Learn

Dear Ms. Baby Boomer: If Your Advisor Retired and His Replacement Is Young Enough to Still Be in Diapers, Read This.

Every email starts with “Hey”, not your name, just “Hey,” like you're a group chat he forgot to mute…

Your second cousin, who hasn't called since two Presidents ago, suddenly wants to “catch up over coffee.”…

You don't have to be, and I can teach you how to be a PRO, to take Power, Responsibility, and Ownership of your investment and spending decisions.