April 16
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It is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson. Ed’s development of Appreciative Inquiry brilliantly connects money and the human experience. His work has forever impacted the Financial Planning profession and is essential to Finology. Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast,
Read MoreAuthors Biographies This was originally published in the April 2009 Journal of Financial Planning by Jeanne and Charles. Jeanne A. Robinson, CFP®, is president and co-owner of the Marshall Financial Group in Doylestown, Pennsylvania. Charles G. Hughes, Jr., CFP®, is founder and principal of C. G. Hughes Company LLC in Bay Shore, New York.Executive Summary Several major
Read MoreThe Great Seduction By DAVID BROOKS Published: June 10, 2008 The people who created this country built a moral structure around money. The Puritan legacy inhibited luxury and self-indulgence. Benjamin Franklin spread a practical gospel that emphasized hard work, temperance and frugality. Millions of parents, preachers, newspaper editors and teachers expounded the message. The result
Read MoreTranscriptionJoseph: Okay. I will give my perception, my perspective of what the book is about. The book … a little bit of the history of financial planning and, I guess, to me a conceptual framework of how financial timing has evolved, what was delivered. So the way I read it was, you start from people
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