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Lei Deng - Proactive Financial Planning Discussions with Family

Lei Deng, CFA, CFP®: Proactive Financial Planning Discussions with Family

Lei Deng, CFA, CFP® is a financial planner in St. Louis, Missouri. She talks about the cultural and generational differences around financial planning, how the …

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Written by: Elliott Appel

Published on: February 7, 2022

10 Questions to Ask Before Hiring a Financial Advisor

10 Questions to Ask Before Hiring a Financial Advisor

Hiring a financial advisor can feel like a daunting task. What do you ask? What questions might help reveal helpful information? I talk about 10 …

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Written by: Elliott Appel

Published on: December 27, 2021

The Ultimate Guide of What to Say to a Widow

The Ultimate Guide of What to Say to a Widow and Not Walk on Eggshells

Most of us don’t know how to talk with someone who recently lost a loved one. There are good ways to approach the conversation, and …

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Written by: Elliott Appel

Published on: November 29, 2021

3 Ideas to Practice Gratitude

3 Ideas to Practice Gratitude During Tough Times

It’s that time of year where people are practicing gratitude more. I talk about three ideas to practice gratitude and share a few things I’m …

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Written by: Elliott Appel

Published on: November 15, 2021

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