by Jolly Creative Agency | Jan 24, 2023
Speaking Opportunities Meet Lorraine Ell I knew from the beginning there had to be a better way to work with you so I stepped away from the stuffy “button-down” firms that are everywhere in financial services and started one that makes integrity, compassion and...
by Lorraine Ell | Sep 24, 2022 | Finances
Whatever you think about inherent differences between men and women, research has made it clear that women face a much different set of challenges than men when it comes to financial and retirement planning. Of course, comprehensive financial planning is incredibly...
by Susan Koe | Sep 20, 2022 | Financial Planning
As women, we tend to face more retirement and tax planning challenges than men. Is this a surprise? Not really. Higher health care costs, longer expectations, and more time out of the workforce contribute greatly to this. Unfortunately, women are also less likely than...
by Susan Koe | Sep 14, 2022 | Fiduciary
We have all heard a friend or colleague share their story of when they bought a hot stock right before it doubled. Is this a once in a lifetime event or can it be repeated effortlessly time and time again? As Warren Buffet once said “The stock market is designed to...
by Jolly Creative Agency | Sep 9, 2022
About the Author First Last SENIOR WEALTH ADVISOR CFP® For over 13 years I have helped my clients not just as a financial planner and investment manager, but as a financial coach and cheerleader. Since money is such an emotional topic, I think of what I do every day...
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