by Gretchen Behnke, MBA, CFP®, RLP®
Financial Life Planning has always been the spirit of the work I do with clients. Many have been invited to answer “Kinder’s Three Questions” over the years. In a weird, fortuitous result of the pandemic, I took the opportunity to dig deeper and spend time learning...
by Gretchen Behnke, MBA, CFP®, RLP®
Trying to choose the investments in your 401(k) plan is a complicated assignment, one that nearly every working professional is tasked with doing, even though few have been trained to do it. Smart investors realize they may not have all the knowledge required, want to...
by Gretchen Behnke, MBA, CFP®, RLP®
How is financial planning different during this time of heightened uncertainty brought on by the COVID pandemic and quarantine? The biggest difference is inside you: how you may be thinking differently about what you’re planning for. The financial planning process...
by Gretchen Behnke, MBA, CFP®, RLP®
If you’ve been in my office, you’ve heard me say that we can’t time the market or control the market or beat the market. What we must do is participate in the market and get our fair share of the returns. Some people think that most of what I do as a CERTIFIED...
by Gretchen Behnke, MBA, CFP®, RLP®
I finally read the book Flow: The Psychology of Optimal Experience. And I want to share some highlights with you. I didn’t read it for professional development but, surprisingly, so much of what he says applies to financial life planning. (Everything in quotes is...
