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- Investing, Retirement Planning
Click the photo to watch How do you want to get your advice? Melanie C. Simons shares an analogy to help you understand your
- Melanie Corbett Simons, CFP®
- | 06.22.2022
- Investing, Retirement Planning
Every person deserves a financial advisor or planner who truly knows them and their families and has the time and commitment to maintain that
- Mitch Falter, AIF®, CFP®
- | 05.05.2022
- Musings, Retirement Planning
We built ReFrame Wealth as a place where the relationship between the client and the advisor would feel different. When Mitch, Melanie and I
- Jessie Doll, CFP®
- | 03.30.2022
- Retirement Planning
As a Financial Planner, I often find that many workers place a strong focus on “maxing out” (contributing the maximum allowable amount) their annual
- Jessie Doll, CFP®
- | 12.09.2021
- Retirement Planning
I am a notoriously late person – I routinely arrive late to family gatherings and drinks with friends. On more than one occasion, I
- Jessie Doll, CFP®
- | 11.15.2021
- Retirement Planning
When you are actively searching for a financial advisor, it can be challenging to know where to look and how to navigate the financial
- Tom Massie, CFP®
- | 08.26.2021
- Retirement Planning
If I had to choose what I love the most about working with academics, it’s that they are discerning. They ask wonderful questions, and
- Melanie Corbett Simons, CFP®
- | 07.30.2021
- Investing
Tax-Loss Harvesting: The basics, the benefits and what investors should consider Tax-loss harvesting has become an increasingly useful tax management tool for investors,
- Melanie Corbett Simons, CFP®
- | 08.03.2022
- Investing, Retirement Planning
Click the photo to watch Broker-Dealer? Registered Investment Advisor? Melanie C. Simons shares three key differences between an RIA and a BD. Which one
- Melanie Corbett Simons, CFP®
- | 06.22.2022
- Investing, Retirement Planning
Click the photo to watch How do you want to get your advice? Melanie C. Simons shares an analogy to help you understand your
- Melanie Corbett Simons, CFP®
- | 06.22.2022
- Investing
When I am not working with clients to better their financial situation, I enjoy spending time in nature. Being outside clears my head and
- Jessie Doll, CFP®
- | 05.24.2022
- Investing
What is up with I Bonds? If you read or watch any current news about the markets or the economy, you’ve heard that
- Jessie Doll, CFP®
- | 05.09.2022
- Investing, Retirement Planning
Every person deserves a financial advisor or planner who truly knows them and their families and has the time and commitment to maintain that
- Mitch Falter, AIF®, CFP®
- | 05.05.2022
- Musings, Retirement Planning
We built ReFrame Wealth as a place where the relationship between the client and the advisor would feel different. When Mitch, Melanie and I
- Jessie Doll, CFP®
- | 03.30.2022
- Investing, Podcast
Click the photo to watch In this 69th episode of the BlackLetter Podcast, Melanie C. Simons, CFP® joins host, Tom Dunlap for a three
- Melanie Corbett Simons, CFP®
- | 03.29.2022
- Investing, Podcast
Click the photo to watch In this 68th episode of the BlackLetter Podcast, Melanie C. Simons, CFP® joins host, Tom Dunlap for a three
- Author Name
- | 03.23.2022