Opinionated Planner
Welcome to our blog page. Here is where we will be sharing some of the experiences and insights from our experiences in the financial industry, along with links to articles we have contributed to.
Feel free to subscribe to this page and receive updates when new posts are available. We look forward to sharing things with you!
Blog Posts
Videos
Where Michael Has Shared Some Thoughts
I am excited to have the ability to share my thoughts with journalists from different media outlets. As these articles get published and posted on the web, I will share them here! Be sure to email me and let me know what you think.
- Financial Advisor Magazine | Why Some Retirement Advisors Don't Add Value
- InsuranceNewsNet Magazine | Two-Front Illustration War
- Magnify Money | Should You Invest When the Market Is Down During the Coronavirus Crisis?
- Financial Planning Magazine | The drawbacks of fractional real estate investments
- Forbes.com | What To Do If You Can’t Pay Your Life Insurance Bill
Visual Insights Newsletter
- August | Create Gratitude & Happiness
- July | Creating Better Financial Behaviors
- June | 3 Why's (to Uncover Deep Motivations Behind Their Financial Goals)
- May | Sustainable Investing
- April | Cost of Raising Children
- March | Surviving and Thriving During Recessions
- February | Election Year
- January | 25 of the Most Interesting Things That Happened in 2019
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Investments and advisory services are offered to residents of FL, NC, NJ, and VA through representatives of Lincoln Financial Securities, Member SIPC. Lincoln Financial Securities and Millennium Planning Group are not affiliated. Branch office: 1011 S. Hamilton Rd., Ste. 300, Chapel Hill, NC, 27517.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here. LFS-3143728-062920
Copyright © 2020 Michael C. Whitman, MBA, CFP® – All Rights Reserved.