Category Archives: Financial Planning

"The List" (or how to corral your financial and legal documents)

How many of you have legal and financial documents stashed in different drawers in different locations?  Perhaps you have some in your home safe, some in drawers in the bedroom, others in the den and more in the office. What happens when you become sick or die? Does any one person know where all the […]

Financial Advisor Barbie? Not Quite, but She May Want to Speak With One

If you’ve been following the celebrity gossip pages lately, you couldn’t have missed all the news about Barbie and Ken. It’s been a busy year for America’s favorite dream couple. This past Valentine’s Day, Ken successfully wooed Barbie back into his arms after spending seven years apart—all it took was a multimillion dollar advertising and […]

Women, Money and Power

Women, Money and Power. This is the title of an article recently published by Aimee Johnson, who is the women’s program manager for Allianz Life. According to Johnson, the women’s market is still viewed by some as a niche market, but she goes on to set the record straight. Nearly a third of women serve […]

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