Malissa Marshall, CFP®, MS Tax, EAFeb 28, 20212 minPlaying the Long Game: Celebrating Two Years in BusinessTwo years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.
Malissa Marshall, CFP®, MS Tax, EAJan 5, 20201 minReading ListBooks about planning, books not about planning - books I have enjoyed reading recently