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 …
Communication
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 …
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 …
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 …