ACHIEVEMENTS & RECOGNITION
Neal Templin, author and contributor to Barron's, featured Susan in a recent article published in February of 2022. In the article, Templin tells a little of Susan's story, and asks her some straightfoward questions about tax strategy, retirement savings, and much more. Follow the linked title above to read the full article.
Susan Elser, CFP®, 10x recipient
Derek Hamilton, CFP®, JD, 3x recipient
Jonathan Herndon, CFP®, 2x recipient
"Say Goodbye to the 1% Investment-Adviser Fee?" Templin explores how investors are beginning to question high fees and why lower-cost managers are seeing an increase in business.
In Barron's article "Financial Decision Making Worsens With Age. Here’s How to Help Your Future Self," Author Neal Templin asks Susan's advice on whether you should seek help with your finances as you age. (Published in June of 2021)
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