by Kay Dee Cole | Jun 6, 2016 | News
How time flies! Much of the baby boom generation is now required to start taking Required Minimum Distributions (RMDs) from their retirement accounts. Read on to learn some crucial “basics” about RMDs and how the rules governing them may affect you. The generation...
by Kay Dee Cole | Apr 5, 2016 | News
You probably recognize the name Abigail Adams, but do you also know the names Hetty Green and Muriel Siebert? April is Financial Literacy Month, and we thought we’d share some historical and inspiring information about three very savvy American women investors. 3...
by Kay Dee Cole | Jan 4, 2011 | News
One of the most difficult aspects of owning your business? Settling on the perfect name. With so many financial advisors naming themselves as either a financial group or a wealth management something, I wanted a different name. All advisors manage money in one way or...
