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Bob Veres Media Reviews: Imagine financial planning 2030

May 30, 2023 · 22 min read

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MEDIA REVIEWS - May 16-31, 2023

Reading through the Advisor Perspectives articles was a pleasure this second half of the month; you had a couple of articles about the importance and practicality of delegation from Michelle Donovan and Jen Goldman, and some interesting perspective on monetary policy from Michael Lebowitz, who also predicts that there is a federally-issued digital currency in our future. And Kimberly Foss offers two articles, one on legacy planning beyond the technical investment work, another on

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