Blog
4 Ways Women Can Invest in Other Women
Intentional investing can allow you to support women with your investment dollars. Investing is for anyone who wants to have control over their financial future — including you, your best friend and your mom. But with the rise of socially responsible investing,...
A Comprehensive Guide to Roth IRA Conversions
With the rising cost of living and uncertain economic times, many investors are looking for ways to secure their financial future. One of the best ways to do this is by investing in an IRA. However, deciding which type of IRA to choose can be a daunting task....
Considering Life Expectancy
Life expectancy
Money Market Funds: A Safe Haven for Investors
Investors are always searching for ways to maximize their returns without taking on too much risk. One option that has gained in popularity in the past few years is money market funds. These funds offer a safe haven for investors who want to earn a higher interest...
Power of attorney & family
Power of attorney
Is “aging in place” a Viable Plan?
A viable plan
Real Estate Inheritance
Inheritance
Hybrid Life Insurance
Life insurance
Complications From Do-it-Yourself
Do It-Yourself
The Vicki Greene Memorial Foundation Annual Golf Outing
Tim Bourne tournament sponsor
No-Exam Life insurance?
Life insurance
Re-Evaluate Your Financial Goals
Financial Goals