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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

Consumer Beware

CONSUMER BEWARE!

By Beverly Bowers, CFP®

At least once a week I receive an email or cell phone message that sounds like a scam and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll. Investment Scams When I was an advisor in a brokerage …

CONSUMER BEWARE! Read More »

spring and mothers

SPRING AND MOTHERS

By Beverly Bowers, CFP®

Yesterday I spent most of the day raking leaves in our yard. The yard did not really need raking, but it was the first day warm enough to be outside and enjoy it, and I wanted the exercise. Iowa The birds are back! We regularly see chickadees, crows, and wrens but they have recently been …

SPRING AND MOTHERS Read More »

Computer Desk

MORE ABOUT IRAs

By Beverly Bowers, CFP®

My blog, Traditional or Roth IRAs, covered the basics of contributions to and withdrawals from both Traditional and Roth IRAs. Those are the accounts that you as an individual can use to save for retirement, in addition to any company sponsored retirement plan accounts. There are different rules for Roth IRAs than there are for …

MORE ABOUT IRAs 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.