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Beverly Bowers, CFP®

My diverse financial career spanned over thirty years with stints as a portfolio manager, stock and bond trader, mutual fund and ETF sales manager, and personal advisor and financial planner. I spent the latter part of my career doing what I loved most—advising clients of independent wealth management firms in Arizona. I served on the Board of Directors of the Financial Planning Association of Greater Phoenix as President and Chairman of the Board. In addition, I was inducted into the Arizona Hall of Fame of Financial Women International in 1993. I hold the CERTIFIED FINANCIAL PLANNER® professional certification.
Father with little girl

MY FATHER

When I think of my father, I think of music. Music was not only his livelihood for most of his career, but also his passion. As a band instructor, he could play any instrument. However, his own specialties were the violin and saxophone.  Dad was my instructor as a beginner on the flute and, before

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Mother and sons

A MOTHER’S DAY TRIBUTE

To celebrate the role our mothers, or mother surrogates, play in our lives, I want to share a blog I wrote in 2022. It reflects on my heritage and the women whose lives influenced mine, especially before I was born. My story is probably like yours. There are key players and others that have come and

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Woman reading a book

SHARE YOUR LEGACY

Have you given your legacy any thought? Do you want to leave money to a favorite non-profit or educational foundation? Do you want to make life easier for your children and grandchildren or perhaps help them with higher education or debts? Perhaps your legacy may not be monetary, so you are giving thought to other

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Woman Reading Email - Financial News

A LESSON FROM EIGENGRAU

Every day I receive an email from a site called WordDaily. I love to challenge myself to guess the meaning of the word. Recently eigengrau was the Word of the Day. I recognized its German origin and the “gray” part but not the entire meaning of the word. Eigengrau – Noun The dark gray color

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Woman with shopping bags

GIRL MATH

Girl math? Sounds sexist to me! I am told it is a new descriptive phenomenon inundating TikTok and other social media. Here’s how a TikTok user explained girl math: You’re losing money if you don’t purchase something when it’s on sale. You’re losing money if you don’t spend enough to qualify for free shipping. You’re

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