My passion is financial literacy for ANY age, from basic financial principles to retirement strategies. Just this week I spoke to a group of post-retirement age women to bring them up to date with the latest legislative changes to Traditional IRA required minimum distributions, charitable rollovers, and Inherited IRAs. The rules changed with the two […]
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Exciting news! My book is available at three local and independently owned stores. I take any chance I get to browse and shop at these creative stores. Supporting local businesses is so important right now – they really are the fabric of our communities. If you are able to, please visit them and even better,
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What a wonderful evening with family and friends to launch How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women! There is a piece of each of you—your support, love, knowledge, and encouragement—in my book, whether you were able to attend or not. Thank you from the bottom of my heart! ~Bev