Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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What are Different Measures of Inflation?

What are Different Measures of Inflation?

by Independent Financial Services | Nov 29, 2022 | Economy & Policy

It seems like just about everybody has been talking about inflation as of late. The sudden increase in inflation has resulted in hardships for many everyday people in the form of rising prices for goods and services and higher costs of living overall. This is why...
Making a Budget for a New Baby

Making a Budget for a New Baby

by Independent Financial Services | Nov 24, 2022 | Family & Lifestyle

It can be quite an exciting time for those expecting the arrival of a newborn baby in the near future. Although undoubtedly a new child will bring moments of joy for parents, it can also mean dealing with future expenses which can be financially challenging for many....
How to Start Your Small Business

How to Start Your Small Business

by Independent Financial Services | Nov 22, 2022 | Business Ownership

Starting a small business can actually be important. There are many things you need to do to get started which can make it daunting and confusing at times. Here is a simple list of actions to take that can get you moving in the right direction to being an...
Do You Have to Pay Taxes During Retirement?

Do You Have to Pay Taxes During Retirement?

by Independent Financial Services | Nov 17, 2022 | Family & Lifestyle, Retirement Planning

If you have a comprehensive estate plan you will likely be able to count on receiving some type of income during retirement even after you have stopped working to earn money. However, just because you have stopped working it does not mean you will no longer have to...
401(k) Rollover: What Is It and How Does it Work?

401(k) Rollover: What Is It and How Does it Work?

by Independent Financial Services | Nov 15, 2022 | Retirement Planning

When an employer provides you with the option for a 401(k) account it is beneficial to you since it allows you to invest money earned from working to help you prepare for financing your retirement. The best part is you will be able to grow your investment capital...
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The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

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