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A Huge Loss for the Financial Planning Profession

The financial planning profession lost one of its most significant figures this past week. Richard Wagner, my friend and mentor, died suddenly. Dick, a longtime financial planner in Colorado, was one of the pioneers and thought leaders of personal financial planning. His visionary leadership and commentary were closely followed and highly respected by financial planners […]

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Rick and Sarah Sharpen Skills at Estes Park Retreat

Rick and Sarah just returned from the annual Nazrudin Project Retreat, held in blustery Estes Park last weekend. The Nazrudin Project, a leaderless think tank of top financial life planning practitioners, celebrated its 20th anniversary. The think tank is best known for spawning thought leaders influential in bringing together financial planning with psychology. One of […]

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