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Whichever way I try to angle it, writing this tribute to my deceased dad is difficult. I am extremely lucky to have known the profound man who was my father intimately and across many spectrums of his life. Since his passing, I’ve been grappling with how I package this into a single written piece and
Read MoreLet’s talk about this week’s quote that came from an unexpected source in our marketing/business development world.Explore | Educate | EvolveOur friend, Dennis Yu posted this from his mentor. We think it’s some good business advice that is worth thinking about a little deeper. Inspiration can come from anywhere so try not to judge the source
Read MoreIn this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity. What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this
Read MoreYou know how much I love dogs – I think that this is one of the reasons A Dog’s Purpose (from a 6-year old). Being a veterinarian, I had been called to examine a ten-year-old Irish Wolf hound named Belker. The dog’s owners, Ron, his wife Lisa, and their little boy Shane, were all very
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