by Lorraine Ell | Apr 26, 2023 | Financial Planning
You’re a smart lady. You work hard. You make good money. You should be jumping for joy…right? Instead, when March comes around with tax season nipping at your heels, you dread the letter from your CPA that tells you how much you’re going to owe this year. You worry...
by Jolly Creative Agency | Apr 11, 2023
Richard Caw SENIOR WEALTH ADVISOR CFP® Back to Our Team 844-507-0961Schedule A Call Rick started his career in the financial industry in life insurance sales. (We refer to this time as the dark ages.) This gave him a thorough knowledge of the insurance industry but...
by Jolly Creative Agency | Apr 7, 2023
The 25 Essential Retirement Planning Tips A comprehensive guide to retirement and all the major things that influence your path to successful planning. Intro There aren’t many things that you get a second chance at. Just like your college interview, retirement is one...
by Jolly Creative Agency | Apr 3, 2023
Women and Their Wealth A comprehensive guide to understanding how the unique life stages of women impact their financial wellbeing From the CEO “Isn’t wealth management the same for women as it is for men?” This is a question I hear often. At first glance, it might...
by Jolly Creative Agency | Feb 21, 2023
Florence Lamb EXECUTIVE ASSISTANT Back to Our Team 844-507-0961florence@bettermoneydecisions.com Florence began her professional life in corporate America at BBDO Worldwide and True North Graphics where she gained experience coordinating new business pitches...
Recent Comments