|Year-End Tax and Financial Planning Ideas
Some strategies are scheduled to become obsolete next year, however, there are many planning ideas that are time-tested and should be considered by all taxpayers. Read more…
The New Normal – Volatility may persist, but investors have options for addressing it. Read more…
I am speaking at the 2012 Spirit of Women in Business Conference – The Empowered Woman on Wednesday March 7, 2012 at the Kent State University Student Center. Details to follow.
Wishing you a Joyful, Healthy and Prosperous 2012
Merry Christmas and Happy New Year!
Paula’s experience has taught her during Transitional Events such as career change, inheritance, loss of a loved one, retirement, sudden windfall, divorce, or sale of a business most women share the same three concerns:
- How will the Transition impact my lifestyle?
Will my money last?
And, I want an Advisor who will listen, understand and treat me with respect
By working with Paula, she will help you:
Design your Lifestyle Money Plan
Build your Personal Investment Pyramid
Cultivate your Knowledge
She wants you to feel confident and comfortable not only today, but throughout your lifetime.