Share this postPlease Soften the Rules of Thumbrobertpuelz.substack.comCopy linkFacebookEmailNoteOtherPlease Soften the Rules of ThumbFinancial planning advice should be adjustedRobert PuelzSep 28, 2022∙ Paid2Share this postPlease Soften the Rules of Thumbrobertpuelz.substack.comCopy linkFacebookEmailNoteOther1ShareOlivia Maguire, newly minted CFP, is off and running in her new job. Passed the Series 7 exam and kept even keel during a good dose of corporate DEI training. Maguire is the latest boutique finan…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext