Steve Featured in Inside Information

We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information.  He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.”  Well, that is perhaps a bit over the top, but we are grateful that he thinks our ideas have merit.  You can read the whole article here. If you do not currently subscribe to Inside Information, I recommend it – there are always relevant discussions of what is going on in our industry and valuable concepts to help you advance your practice.