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Exciting News!
jessica
March 14, 2024
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...
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Retirement doesn’t have to mean leaving your career behind
jessica
June 14, 2023
More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of...
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Protecting your business from the loss of a key contributor
jessica
June 14, 2023
Key person insurance can protect against losing a vital employee. Like many businesses, yours may also rely on someone for...
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4 priceless money lessons for kids
jessica
June 9, 2023
Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable...
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Saving for K-12 education with a 529 plan
jessica
May 17, 2023
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay...
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Tips for creating an inheritance that lasts generations
jessica
April 10, 2023
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about...
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Pay off debt with a plan in mind
jessica
April 10, 2023
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly...
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When markets are down, what should you do about RMDs?
jessica
March 28, 2023
Keep these strategies and considerations in mind. To ensure that tax liabilities aren’t deferred indefinitely, investors are obligated by the...
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Charitably minded investors can satisfy RMDs with QCDs
jessica
January 13, 2023
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you...
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Are you and your partner on the same retirement page?
jessica
August 30, 2022
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked...
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Your year-end tax planning checklist
jessica
August 30, 2022
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of...
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Bright days, and bright ideas to keep your finances on track
jessica
July 14, 2022
It’s summertime! Thoughts of warm sun on your face may be top of mind – but a financial check-in might...
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Why the “no debt” approach isn’t optimal for every investor
jessica
July 14, 2022
Your portfolio can be the key to managing cash and maintaining flexibility. Today’s financial gurus seem to share a golden...
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3 things to remember in manic markets
jessica
July 8, 2022
The fall from bull to bear market has been fast and frustrating but here are three dynamics to watch, says...
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An empty nest could mean a fuller wallet
jessica
July 8, 2022
FAMILY & LIFESTYLE When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” plays....
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Should your estate plan address addiction?
jessica
June 29, 2022
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to...
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3 things to remember in manic markets
jessica
June 29, 2022
The fall from bull to bear market has been fast and frustrating but here are three dynamics to watch, says...
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Should your estate plan address addiction?
jessica
June 16, 2022
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to...
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Get to Know Special Needs Trusts
jessica
October 14, 2021
Estate and Giving Trust assets can be used for a variety of helpful and enriching benefits, all while not...
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Trading vs. Investing… Growing vs. Protecting
jessica
October 14, 2021
Markets and Investing October 12, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Trading...
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HCC Alumni Virtual Event: Making a Financial Plan
jessica
May 17, 2021
Joan Bowers had the opportunity to sit down and share different aspects of Financial Planning with HCC Alumni Association. Video:...
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Women’s History Month
jessica
March 8, 2021
In honor of celebrating Women's History Month. Joan Bowers shares her story on how one woman impacted her life and...
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NAVIGATING YOUR FINANCIAL PATH
Along with challenges, the market also brings new opportunities – you just have to know where to look and when to
take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence
toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services,
support and guidance that can help make a positive difference in the pursuit of your financial goals.