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 Types of Reverse Mortgages?

What are Different Types of Reverse Mortgages?

by Independent Financial Services | Dec 29, 2022 | Family & Lifestyle

A reverse mortgage can be a useful retirement strategy for those who were not able to save enough capital to adequately fund their retirement for one reason or another. Essentially, a reverse mortgage is a loan a financial institution makes to you in return for equity...
Reciprocal Wills: What Are They and How Do They Work?

Reciprocal Wills: What Are They and How Do They Work?

by Independent Financial Services | Dec 27, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

When you marry somebody it is usually because you have an emotional and spiritual bond with the other person. This is why you want to make sure your spouse is taken care of in the case of you passing away while your spouse will want the same for you. Therefore, it...
Probate Loans: Advantages and Disadvantages

Probate Loans: Advantages and Disadvantages

by Independent Financial Services | Dec 22, 2022 | Family & Lifestyle

Probate loans can be useful for those who expect to receive an inheritance from a loved one who has recently passed away. Since the probate process can take months or even years to complete you may be waiting for a while before you actually receive your inheritance as...
How Does Unemployment Hurt the Economy?

How Does Unemployment Hurt the Economy?

by Independent Financial Services | Dec 20, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

Economists say there will always be a certain amount of unemployment in any economy, and this cannot be avoided. However, too much unemployment can be highly detrimental to an economy. Unemployment’s harmful effects are felt by individuals, society as a whole and by...
Do Probate Records Become Publicly Available?

Do Probate Records Become Publicly Available?

by Independent Financial Services | Dec 15, 2022 | Family & Lifestyle

Most people think of estate planning as a private matter involving family and loved ones. However, if your estate has to go through the probate process you should be aware your probate records will be publicly available for anybody to see. This means the assets and...
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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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