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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Planning for Social Security

Planning for Social Security

As we all reach our retirement years, we must think about when to apply for Social Security benefits. It is best to form a plan ahead of time so you can maximize the money you bring in or decide if you need to withdrawal early in exchange for reduced payments. While...