Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Can You Have Too Much Caffeine?

Can You Have Too Much Caffeine?

by Independent Financial Services | Dec 13, 2022 | Family & Lifestyle

Consuming coffee or tea on a daily basis is definitely not unheard of for many people nowadays. People drink caffeinated beverages like these, not only because they may enjoy the taste, but they also may like that caffeine can help them wake up in the morning....
What is the Wage-Price Spiral?

What is the Wage-Price Spiral?

by Independent Financial Services | Dec 8, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

The economy has been a worry for many people lately. Much of this has to do with rising inflation and the negative effects it is having on everyday people. This has made many people curious about the economic theories which attempt to explain what causes inflation....
What is a Reverse Mortgage?

What is a Reverse Mortgage?

by Independent Financial Services | Dec 6, 2022 | Family & Lifestyle, Markets & Investing, Retirement Planning

Many retirees end up not saving enough to maintain an acceptable quality of life during their golden years. Of course, this can be quite problematic for those finding themselves in this situation. However, there is a creative solution you may want to consider if you...
What is a Probate Loan?

What is a Probate Loan?

by Independent Financial Services | Dec 1, 2022 | Estate & Giving, Family & Lifestyle

The probate court process can take a long time to complete. It is not uncommon for the process to last as long as several years. This means if you are looking to receive an inheritance you may be waiting quite a while which can be an issue if you need the money now...
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....
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...
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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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