The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
It's the time of the year when families are more likely to plan for their financial future. It's never too late to get a real written plan in place - but there are two important steps that must happen first.
I am honored and blessed to have had the opportunity to contribute as a Carlsbad Chamber member and to have been recognized for those contributions with two awards this week.
