Tag Archives: procrastination

December Newsletter: Overcoming Procrastination & Finding Your Way

Posted on December 19, 2020 by Amy Jo Lauber

I had the pleasure of attending a Zoom meeting offered by the WNY Planned Giving Consortium: “Post Election Investment Outlook” presented by Tony Roth of Wilmington Trust. Mr. Roth shared thoughtful and well-researched insights. One of them included a bullet … Continue reading →

Posted in Personal Finance with a twist | Tagged , , | Leave a comment

The Eight Rules for Financing Your Version of “The Good Life”

Posted on October 27, 2015 by Amy Jo Lauber

I have seen a lot in my 22 years as a financial planner, you’d be surprised. For example: I always close my door so clients have privacy but the other people in my office have to close their doors as … Continue reading →

Posted in Living the life of your dreams, Personal Finance with a twist | Tagged , , , , | Leave a comment