Julie is a 55 year-old surgeon who has been divorced twice and never getting married again. Or so she...
Archive for category: Client Profiles
Financial client profiles
It seems more attention is being paid by the larger insurance and annuity companies to express concern over what...
Yeah, it happens. Most people can’t imagine the “wealthy doctors” being in a situation where they need to declare...
Originally posted January 10, 2015 by Christine Young, Consumer Watchdog in the Times Leader Three years ago, Barbara Dymond, then 72,...
As we enter the New Year, after a spectacular run last year and the year before, the inevitable “can...
I am sure there are those who wonder why I ever got into this business. What is it that...
Recently during a regularly scheduled evening call with my mother, we got into discussing my book, Power of the...
I was reading some posts on Facebook, a sponsored link, about an app that helps us manage our time...
The most common complaint I hear from accomplished women when it comes to their miserable relationship with money is,...
When faced with the reality of impending retirement, most Baby Boomers would rather sit in a dentist’s chair than...
