Tag Archives: financial planning

Can Financial Planning Keep You From Sinning?

“She’s really writing that? Who does she think she is?!” I am a financial planner who is trying to make the world a better place, that’s who I am. And for the world to be a better place, we all … Continue reading

Posted in Charitable giving, Faith & Finances, Living the life of your dreams, Marriage and Money, Money & Spirituality, Money in relationships, Personal Finance with a twist | Tagged , , , , , , , | Leave a comment

What I See in My Work as a Financial Planner

As a CERTIFIED FINANCIAL PLANNER TM professional and as President of Lauber Financial Planning, a Registered Investment Advisor, I have a code of confidentiality, so absolutely no names or identifying information will be shared here – or anywhere. Some years ago I … Continue reading

Posted in Goals, Living the life of your dreams, Marriage and Money, Money in relationships, Personal Finance with a twist, Psychology of Money | Tagged , , , , , | Leave a comment

How I Pitched My Financial Planning Services to Fellow Financial Planners

My husband and I updated our financial plan some months ago, which was a long time coming. Truth be told, there were a few lingering topics that I just didn’t feel like arguing with him about. There, I said it. … Continue reading

Posted in Personal Finance with a twist, Psychology of Money | Tagged , | 2 Comments

(Almost) Quarterly Newsletter ~ July 2014

Happy summer! This photo was taken at Burchfield Nature Park in West Seneca. Thanks to so many of you as clients, referral sources, colleagues, family members, friends and part of my “inspiration dream team,” Lauber Financial Planning is now 4 years old! People … Continue reading

Posted in Budgeting, Charitable giving, Living the life of your dreams, Money in relationships, Psychology of Money, Retirement, Taxes | Tagged , , , , , | Leave a comment