by Alexis Grason | May 3, 2023 | Business Executives, Business Owners, Planning Process, Working Women
Listen, there is a “F” word you really need to know…and you can say it out loud without fear of children repeating! You need to check to see if your financial advisor is a fiduciary! Today’s word is “fiduciary”. You have probably already read this word in... by Alexis Grason | Jan 9, 2023 | Planning Process, Working Women
You know where your expertise ends and that “gray” zone of knowledge begins. These can be your blind spots OR you can choose to build out your personal team of experts. Why have a personal team of experts? Reliability that something is being done well Transfer of... 
by Alexis Grason | Dec 12, 2022 | Retirement Planning, Tax Planning
Written by Alexis Grason, CFP®, RICP® Leaves changing color and falling from trees, stores putting out holiday decorations, and the IRS releasing their annual updated numbers for 2023… It’s that time of year when the IRS releases adjustments to limits for the next...