As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income plan. The new fee-only model allows financial advisors with experience and knowledge to […]
Donor-advised funds can be an excellent way to get a tax deduction now, but provide charitable gifts over a longer period of time.
Many business owners put most of their capital back into the business. It’s possible to both grow your business while preparing yourself for the future.