Tailored retirement and legacy strategies for widowed, divorced, and single women managing wealth independently.
Business Owners
I like custom. You? Imagine living in a world where everything is identical. You come home from work in a white Buick that looks just like your neighbor's white Buick. You pull into the driveway of your little yellow house that is identical to every other little yellow
Business Owners
If you’ve ever looked at your retirement accounts and thought, “I hope I’m not missing something”… you’re in good company. Many smart, successful retirees are—especially when it comes to taxes hidden inside their IRAs and 401(k)s. And the cost isn’t pocket change—it’