Helpful Resources


Six Critical Reasons Women Must Plan Differently for Retirement than Men


Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Don’t Go Broke in a Nursing Home!

As eldercare replaces childcare as the number one issue facing Babyboomers Don’t Go Broke in a Nursing Home is one book you need to take back control of your life and provide excellent long-term care for your aging loved ones without them going broke in the process.

Receive Your Free Copy Of Don’t Go Broke in a Nursing Home!

14 + 12 =

Tax free retirement book

Take The Taxes Out Of Your Retirement

Find out how it truly is possible to accumulate money that can be accessed tax free…but only if it is done properly. This fun-to-read book reveals exactly how this concept works and should be required reading for every American. (Enter contact info & receive your copy!)

9 + 13 =

Women, Wealth & Retirement Workshop

Held at: Queens University Sports Complex, Monday, October 18 and/or Tuesday, October 19 from 6:45 - 8:45 PM. Get expert insights on how to create a fail-proof blueprint to get retired and stay retired. 

You are registered... Check you email for details