Authors 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
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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,
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The 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
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Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore Financial Planning 3.0 from the inside out, addressing money as the most powerful and pervasive secular force on the planet. Mysterious money merits
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