by @leawivb | Sep 6, 2022 | Success
Tags: Financial planning, Investment, volatility, Stocks market, Insurance, Money , Oil What is the difference between a financial planner and a financial advisor? Creating a financial plan is an important part of every adult’s life. If you have decided that...
by @leawivb | Sep 6, 2022 | Success
Tags: Investing, Saving, College Savings, Education Planning, Children’s Education Options for Education Planning Education Planning for you or your children’s education is one of the most important ventures in your life. You want to give yourself or your kids a good...
by @leawivb | Sep 6, 2022 | Success
What is the meaning of estate planning and why is it important? Simply put, estate planning includes deciding who will inherit their various assets after they no longer walk this Earth. It is essential to plan for both your retirement and bequests in order to...
by | Sep 6, 2022 | Success
You may already know someone who needs some help taking care of his or her self in the later stage of life, but the question is, “If this person doesn’t have enough or anything to pay for it, how are costs covered?” Medicare does not cover most long term...
by @leawivb | Jul 29, 2022 | Success
I really enjoy public speaking. I always feel so much amazing energy when I do! So when I was asked by Coachella Valley Women’s Business Center to co-lead the orientation to pre-venture women and speak about work life; and the ever attempt for balance, I was...
by | Jul 29, 2022 | Success
*This post is part of our new initiative, Imagine Equality, a tax-exempt 501c3 dedicated to helping minorities and women who haven’t had the opportunity to gain equitable financial planning guidance. Our new website for Imagine Equality where you can donate or...