We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.
We offer holistic personal financial planning to set you up for success. Let's talk about you. After all, you're the reason we do what we do. It's our goal to give your finances the personal touch, and we go out of our way to get to know you, your dreams, your short and long-term plans, and anything else that ensures we give you advice tailored to your specific situation.
Suppose you're looking for a financial advisor who takes the time to understand your specific circumstances and goals. In that case, we can create a customized financial plan that reflects your needs and priorities.
We're here to listen to you.
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While it may seem enticing, it's essential to recognize that a lengthy retirement can have its share of unexpected downsides. Let's explore three potential drawbacks you might have yet to consider, along with strategies to help you prepare for them.
Mixed market U.S. stock indexes started the week on a negative note but shifted in a positive direction on Thursday and Friday. Results varied widely, with the NASDAQ posting a 2.5% total return, the S&P 500 adding 0.3%, and the Dow slipping 1.0%.
While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?