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Power Planning for the Powerball Winner

As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.”  I think all of us can relate to this statement.   To have $336 million (after taxes) just drop in your lap is truly life-changing.  And to put this in a different context, Ms. Wanczyk’s […]

Luellen Lockwood, MBA, CPA, EA | August 25, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support.  In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects.   Even if my mom had entered the workforce, it […]

Shalina Martos, CFP®, AAMS® | August 23, 2017

Do You Really Know Your Advisor?

In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and manage our life savings?  Hmmm, that made you […]

Luellen Lockwood, MBA, CPA, EA | April 25, 2017

Is Your Advisor a Fiduciary?

FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s start by understanding what it […]

Taylor Drake, CFA, CPWA® | April 5, 2017

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