by Elizabeth Dupree | Oct 26, 2022 | Blog
Congratulations on your career change at 50 You have worked for this moment. And now finally, after what seems like an eternity… You are embarking on a new journey A new career… A new life… And now, the work begins. This period of time can be hectic as you...
by Elizabeth Dupree | Oct 26, 2022 | Blog
I know that inheritance planning might be the last thing on your mind right now. I’m sorry for your loss… And I know that reading, “I’m sorry for your loss”, just doesn’t quite fill the void. Grieving the loss of a loved one is the most painful experience that many of...
by Elizabeth Dupree | Oct 26, 2022 | Blog
Does your relationship with your financial advisor leave you feeling unfulfilled? Do they say things like… “There is no risk with this stock” “You have to act now” “Only I can get you into this investment” “I guarantee you will earn 15% per year on this investment...
by Elizabeth Dupree | Oct 21, 2022 | Blog
Active management is better than investing in passive index funds. This is especially true in a down market. Consider this scenario: A scenario that is playing itself right before your very eyes. The market is down, and so are your investments… Why? What are you...
by Elizabeth Dupree | Oct 21, 2022 | Blog, Podcasts
When it comes to retirement wealth management, annuities are one of the many investment options in which an investor is presented. Unlike mutual funds, exchange traded funds, stocks or bonds, annuities are purchased from an insurance company which guarantees certain...
