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Do You Have a Plan for Your Financial Future… Or Just a Portfolio?

When we first spoke, Betty and Jim told me they already had a written financial plan and were

Transitioning to retirement can be far more challenging than anticipated. Even when you are financially set, retirement can

I recently had a chat with a client. She was complaining about the amount of income taxes that

Have a long list of things you think you need to do in order to take your business

Some women who become suddenly single through death or divorce may face a dilemma-they are now the sole

Susan Marshall has a passion. A passion to see people, especially women, live comfortable and fulfilling lives in retirement. But

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