Mitch In the News

Mitch In the News2023-06-15T21:36:41+00:00

Latest Publications

Opinion: Goal setting – Why not now?

Originally posted at by Lewis Walker, CFP, May 15, 2023. Ask people about retirement goals and you get a wish list ─ travel, play more golf, spend more time with family and friends, etc. [...]

Opinion: The evolution of financial planning

Originally posted at by Lewis Walker, CFP, June 7, 2023. In the 1960s, and prior to that, financial advice, such as it was, came largely from purveyors of products such as stockbrokers, insurance agents [...]

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