Exciting News!

Exciting News!

Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America’s Top Women Wealth Advisors Best-In-State 2024,...
4 priceless money lessons for kids

4 priceless money lessons for kids

Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6...
Saving for K-12 education with a 529 plan

Saving for K-12 education with a 529 plan

Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation...