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.
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
- Policy Genius | We asked 21 experts: Can cutting out lattes save your budget?
- MarketWatch | Help Me Retire: I’m 60, my spouse is 45 — can I retire if our expenses are $12,000 a month?
- InvestmentNews | When clients want to ride out the rest of the year in cash
- InvestmentNews | Prescribing retirement plans for doctors
- Investor's Business Daily | A List Of Tech Tools For Your Financial Advisor Firm
Visual Insights Newsletter
- February | Financial Spring Cleaning
- January | Setting Authentic Goals in Uncertain Times
- December | 2020 Lessons Learned
- November | Market Corrections
- October | Financial Scams
- September | Why Now is the Best Time to Be Alive — Ever
- 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
Request a Complimentary Consultation.
Lincoln Financial Securities and their representatives do not offer legal or tax advice. Individuals should consult their legal or tax advisor regarding any legal or tax information as it relates to your personal circustances.
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.