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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.
Beverly Bowers

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Beverly Bowers

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

American Middle Class

WHAT HAPPENED TO THE MIDDLE CLASS?

By Beverly Bowers, CFP®

Every morning I look forward to The Morning email from The New York Times. An article that ran not long ago struck a chord. It discussed “why economic inequality began soaring in the U.S. four decades ago.” The author, David Leonhardt, began: “If you look at historical data on the U.S. economy, you often notice …

WHAT HAPPENED TO THE MIDDLE CLASS? Read More »

Woman at peace

THERE IS NO WAY TO PEACE; PEACE IS THE WAY. (A.J. Muste)

By Beverly Bowers, CFP®

Elections, politics, family, holidays, work, environment, health, wealth……. You have a list of concerns and I bet it goes on and on, just like mine. We are bombarded in the media with not only the issues facing us but also with lots of ways to deal with them that will make everything better. Vote for …

THERE IS NO WAY TO PEACE; PEACE IS THE WAY. (A.J. Muste) Read More »

Don't Panic

MARKET ANXIETIES AND FEARS

By Beverly Bowers, CFP®

Earlier this week I spoke to a group of retired women about investment strategies in retirement. We talked about the need to review your asset allocation (my blogs The Key to Investing – Know Yourself and Asset Allocation=Investment Chili) and assess investment concentration (my blog Diversification vs Concentration) One of attendees asked me to write …

MARKET ANXIETIES AND FEARS Read More »

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.