by Susan Koe | Sep 7, 2022 | Investing
You’ve worked so hard to get your new small business up and running. There will always be a million things that need to be done when you’re the owner of a small business, but don’t neglect yourself, your retirement, or your future! I have seen business owners pour...
by Jolly Creative Agency | Aug 22, 2022
Blog 5 Reasons Women Take a Different Approach To Financial Planning 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...
by Susan Koe | Aug 18, 2022 | Finances
Landing your first career job is a huge accomplishment. Even if it is not your dream job, it is a step in the right direction. Celebrate a job well done by planning for your long-term financial success. If you take these steps to plan now, you will thank yourself...
by Susan Koe | Jul 21, 2022 | Social Security
As a 10-year-old kid, I remember my disappointment when I was told I would be getting stock for Christmas that year. Stock was not on my Christmas list, and I was not interested! Honestly, I didn’t even know what stocks were. My father had worked for AT&T as an...
by Lorraine Ell | Jul 2, 2022 | Fiduciary
The answer is an emphatic YES! Determining whether your advisor is a fiduciary or not is one of the most confusing areas in the financial services industry made even more so because everyone has the same title: advisor. In the financial services industry there are two...
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