Personal Finance Blog
Connecting Older Adults To Local Resources
One call or click to the Eldercare Locator connects older adults and their caregivers to local resources that can help them continue living in their homes and communities for as long as possible.
Planning for Your Child’s Education
In the United States alone, there are over 4,700 different postsecondary institutions offering a variety of programs and degrees.
Defined Benefit Plans
What Is Your Business Worth
"How much is my business worth?" and "How do I know for sure?" and "Why should I care?After all, I have no intention of selling it right now." As commercial bankers, we often heard ourcustomers asking questions like these. But, as bankers, we also knew that the bank...
Investment Management vs. Financial Planning
Investing today is not like it was 20 years ago. Expenses are coming down. It's cheaper than ever to trade. Some strategies that were once reserved for large institutional funds at prohibitive account size and fees are now available to every investor through...
Distribution Analyzer
https://www.youtube.com/watch?v=Ec9mJxtSlFQ
Well Planned Life Podcast Intro
Hi! Welcome to the Well Planned Life Podcast with Warren Stickney. Warren is a financial advisor based in Bellevue, Washington, who has a passion for charitable endeavors. He was inspired to start this podcast because he has intimate knowledge of the charitable giving...
Warren Stickney on the American Dreams Podcast
EarthX Involvement
Warren’s involvement in the Socretes Program at the Aspen Institute, Singularity University, The Economist Intelligence Unit and The White House Business Leaders keeps him abreast of innovation and changes in the financial industry and society as a whole. Read more at...
Top of the Table Annual Meeting
Warren Stickney featured as speaker at prestigious industry meeting of Top of the Table. Read more at Top of the Table page