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 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 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 Lauren | Jun 24, 2022 | Business Executives, Investing, Retirement Planning, Working Women
Who’s ready for round 2? With the passage of the SECURE Act in 2019 we saw many changes to retirement savings plans. Now, Congress is considering further changes to promote retirement security for Americans. The SECURE Act 2.0 passed the U.S. House of... by Lauren | Nov 22, 2021 | Business Executives, Business Owners, Retirement Planning, Tax Planning, Working Women
As an executive at a closely held or private business, you know just how profitable and valuable a private business can be. You may want to join the ownership ranks of that business but have met resistance in becoming a formal shareholder or the firm may simply be too... by Lauren | Apr 18, 2021 | Business Owners, Planning Process, Working Women
Does your money reflect what’s important to you? Many people have an uncomfortable relationship with money because their money is not aligned with what they value. Our clients are looking for ways to use their money so they can live a meaningful life and perhaps leave...