by TeamWHC | Sep 19, 2019 | Financial Planning, Investing, Money Mindset, Retirement
Recently, the College for Financial Planningawarded Dawn Gorman, our Director of Customer Experience, the designation of Financial Paraplanner Qualified Professional (FPQP™). “I wanted to pursue the FPQP™ designation to better serve the needs of our clients. Having a...
by TeamWHC | Aug 16, 2019 | Curve Ball Planning, Divorce, Rise Up Community, Widow
When Paula Harris first came up with the concept for an intimate retreat for women who were in going through a transitional period in their live, she knew she wanted to create an experience which could grow into a community of on-going support, but she never thought...
by TeamWHC | Aug 28, 2018 | Financial Planning, Retirement
I wondered if there was something in the water keeping these seniors so youthful and fit. I soon found out there was. It was early in the morning, but it was already close to 100 degrees. I heard howler monkeys off in the distance. I dodged iguanas as they ran back...
by TeamWHC | Aug 13, 2018 | Financial Planning, Investing
It’s not just individual investors that fall prey to the complexity trap. “Any intelligent fool can make things bigger and more complex… It takes a touch of genius – and a lot of courage – to move in the opposite direction.” -E.F. Schumacher...
by TeamWHC | Jul 25, 2018 | Curve Ball Planning, Financial Planning, Retirement
Most people become frantic at the thought “the nursing home taking all of my assets.” “Always be nice to your children because they are the ones who will choose your rest home.” – Phyllis Diller On a regular basis, I have conversations with prospects and clients...