Send Me Your Questions
Do you have a topic or question you would like covered in a future blog? Please describe it here. It is my goal to help you understand the financial world. There is no subject that is too basic.
I also welcome your feedback on my website, blogs, and book.
If you desire personal financial advice, please visit www.letsmakeaplan.org to find an advisor in your area who is a fiduciary.
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Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.
Bev's Basics
YOUR HEIRS NEED TO KNOW
Let’s say you’ve recently completed or reviewed your estate planning documents – will, trust (if appropriate), powers of attorney for finances and medical decisions, and advance directives for your care – and updated the designated beneficiaries of your life insurance, retirement accounts, perhaps even your house and car. So many decisions. Toast yourself and the […]
ROW TOGETHER
“We have realized that we are on the same boat, all of us fragile and disoriented, but at the same time, important and needed, all of us called to row together, each of us in need of comforting the other.” Pope Francis No matter your religious affiliation, or if you have none, there was a […]
WHAT THE WORLD NEEDS NOW IS THE TOUCH OF WOMEN
“Here’s to the bridge-builders, the hand-holders, the light-bringers, those extraordinary souls wrapped in ordinary lives who quietly weave threads of humanity into an inhumane world. They are the unsung heroes in a world at war with itself. They are the whisperers of hope that peace is possible. Look for them in this present darkness. Light […]
Send me your questions
It is my goal to help you understand the financial world. There is no question that is too basic or simple.