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BJK_makers-com Financial Planning for the Future
By Susan Carr-Templeton

“The day I die, I don’t want to have any money left.” Former tennis pro Billie Jean King made this comment in her keynote presentation at the Chicago Foundation for…

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shark Don’t Hire a Shark
By Susan Carr-Templeton

Are you hiring a shark or a financial advisor? Here are eight fact finders you must do up front. One of my recent blogs discussed the reasons why people hire…

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Head in the sand Retirement Planning For Two
By Susan Carr-Templeton

When one spouse takes no interest in retirement planning. As an advisor, I often see one spouse take the lead on investing and planning for retirement while the other stays…

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