Daphne Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pioneer Wealth Management Group in Austin, TX and the surrounding communities.
The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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