by Lauren | Feb 9, 2023 | Insurance, Planning Process, Tax Planning, Working Women
We love supporting women-owned businesses and thought it was long overdue to showcase some of the great women owned businesses that serve Richmond, VA. If you are looking to build out your own “team of experts” from attorneys, to insurance brokers to professional... 
by Lauren | Jan 7, 2019 | Insurance
You finally finish residency or your fellowship and you sign on with a great medical group or large hospital. Or perhaps you’re mid-career, changing jobs, and wondering if you really need that private disability insurance policy still. As part of your benefits... 
by Lauren | Nov 21, 2018 | Insurance
Are you being pitched a permanent life insurance policy? Perhaps your insurance agent is encouraging you to buy a small disability policy and combine it with a whole or universal life insurance policy. As a fee only, fiduciary CERTIFIED FINANCIAL PLANNER TM I...