By Greg Lohr, MBA and Ethan Lohr, CFP® Most of our clients spend decades accumulating assets and saving for retirement. But …
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Why Are Women Under-Confident When it Comes to Managing Their Finances?
By Greg Lohr, MBA and Ethan Lohr, CFP® Over the past three decades helping people as a financial advisor, we’ve noticed that …
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5 Decisions to Make Before You Turn 59½
By Greg Lohr, MBA and Ethan Lohr, CFP® Celebrating a half birthday isn’t a common occurrence after childhood, but 59½ is the …
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Why We Became Financial Advisors
Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do …