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15 Nov
2022-11_If I Could Only Teach Two Financial Lessons
If I Could Only Teach Two Financial Lessons

By Colleen Weber, CFP®, CPA

As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the industry, I’ve spent my entire professional career learning as much as I can to better serve my clients. Because of this, I often get asked about my top pieces of financial advice. Clients are usually surprised to hear that out of all the fancy investment vehicles, tax-planning strategies, and insurance products out there, my top two financial lessons have less to do with specific products or investments and much more to do with having the right mentality. So, if I could only pass on two pieces of financial advice, I would say: Drown out the noise and take emotions out of your financial plan

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