Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Independent Financial Services | Blogs

Do You have Any Ideas on How to Increase My Savings?

Do You have Any Ideas on How to Increase My Savings?

Q: Do you have any ideas on how to increase my savings?   A: Yes!  Look at these simple ways to help boost your savings.   If you have a 401(k) at work, take advantage of an employer match - if they’ll match 3%, you’ve just covered 6% of...

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I am a parent of a special needs child.

I am a parent of a special needs child.

  Q: I am a parent of a special needs child. How can I be sure my child is cared for after I’m gone?   A: As a caregiver of a loved one with special needs, you may be concerned about how they’ll be cared for after you are gone. You can...

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