Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by...
Reshell Smith: Empowering Others to Use Their Voice
Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes...
Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers
Be an ally and join the fight for social justice in financial services with...
Nandita Das: Unlocking the Future, Student Success and Financial Planning
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial...
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond
Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership...
Robert Van Beek: An International Bestseller’s Story
When Robert Van Beek was denied a career in law enforcement, his mother steered...
James Lee: From Paper Route to FPA President
James Lee is the incoming FPA president and a financial planner with a background...
Chris Woods: From Financial Struggles to Financial Advising
Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the...
Bob Burg: Impact of Mindset on Success
Bob Burg is the co-author of “The Go-Giver,” a book that promotes the idea...
The SECURE 2.0 Act’s Impact on Roth IRAs
As a special Christmas present to all of us, the SECURE 2.0 Act became...
Zoe Meggert: Finding Freedom Through Choice
Zoe Meggert is the founder of Perfectly Planned Content, a financial content agency. She...
SECURE 2.0 Act Creates New Ways to Fund Emergency Savings
Many Americans run into unexpected health care situations, natural disasters or other unforeseeable tragedies...
Laura Garfield and Sharon Gottula: When Story Meets Finance
In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story...
SECURE 2.0 Act Bringing 5 Major RMD Changes
Back when the SECURE Act passed in 2019, I wrote an article for Forbes...
Jon Dauphine: Advocating for Financial Stability for Underserved People
Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization...
David DeVoe: The Ultimate Business Rollercoaster
David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and...
