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The Importance of Spring Cleaning your Living Spaces and your Wallet

Certified Financial Planner Financial Advice Financial Advisor Investment Advisor Retirement Planning Wealth Management April 25, 2019 Author: Deborah Doyle

Spring cleaning is a time where you tackle onerous tasks and projects like purging your closet, power-washing the house, or sorting through the pantry. But spring cleaning should go beyond just your living spaces as your finances can likely use some of that narrowed in attention as well. There are several ways you can review […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

In the past, women were expected to get married, raise children, keep the house clean and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates and building long-term standing careers.  Women have embraced their […]

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Long-Term Care: What are my Options?

Certified Financial Planner Financial Advisor Financial Services Long Term Care November 13, 2018 Author: Deborah Doyle

When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them or where to even begin to save for these kinds of future expenses. You’ve had discussions […]

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Achieving Financial Independence

Certified Financial Planner Financial Advice Financial Advisor August 15, 2018 Author: Woody Derricks

Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]

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5 Financially Responsible Ways to Invest in Your Future

Certified Financial Planner Financial Advisor Investment Advice July 23, 2018 Author: Woody Derricks

We all know that spending money is more fun than earning it. And earning money is often more fun than putting it away for a rainy day – in fact, if you are reading this article, you may be one of the few Americans interested in saving money. Polls show that up to 78% of […]

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