by elizabeth | Oct 1, 2024 | Our Philosophy
I will never forget the day my second son was born. It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital. As I shook off my sleep, my...
by elizabeth | Apr 24, 2024 | Women in Financial Transition
Did you know the average age of widowhood in the US is 59? That’s right. The loss of a spouse – an indescribable, disorienting loss- is likely to happen just as couples are beginning to plan their retirement. Do you know what’s worse? Typically, women are already at...
by elizabeth | Jan 4, 2024 | Women & Money
Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths and pave a more path toward securing your financial future. Myth 1: “My Money Doesn’t Feel Real”...
by elizabeth | Nov 30, 2023 | Uncategorized
Have you noticed that “ick” feeling when a relationship has completed its purpose but lingers on past its welcome? Sometimes that happens with a financial advisor. People can be unaware of it because we have a whole relationship to money thing that is unaddress and...
by admin | May 25, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...