Debra Meyer 3/15/24 Debra Meyer 3/15/24

Nurturing Financially Savvy Kids: Lessons from Personal Experience

As a little girl, my grandfather's talks about the stock market and investing left a lasting impression on me. He conveyed invaluable financial lessons through anecdotes about Tootsie Roll stocks and the power of compound interest.

Debra Meyer 2/1/24 Debra Meyer 2/1/24

Crafting Your Financial Journey: Strategies for Life's Phases and Family Dynamics

In today's ever-changing world, the pursuit of financial independence stands out as a transformative journey. According to GOBankingRates, 59% of women are making the household financial decisions. Beyond personal financial goals, this empowerment extends to navigating the complexities of family responsibilities.

Debra Meyer 8/17/23 Debra Meyer 8/17/23

Investment Success Begins Within

For over 15 years, we have been dedicated to guiding clients through intricate financial decisions as they navigate from one life stage to the next. We recognize that investing is far from a uniform formula; it's a dynamic and personalized journey. This concept is eloquently interpreted in a recent Barron’s Q&A with Morgan Housel, a well-respected writer and thinker in the world of finance. Much like the insightful perspectives shared by Housel, our approach to wealth management echoes with the idea that genuine success in investing begins from within.

Debra Meyer 6/30/23 Debra Meyer 6/30/23

Safeguard Your Home with a Trust & Quitclaim Deed

Planning for the future is vital to protecting assets and ensuring a smooth transfer to loved ones. Seniors can simplify the transfer of their house to beneficiaries and avoid the lengthy and costly probate process by using a trust and a quitclaim deed.

Debra Meyer 4/12/23 Debra Meyer 4/12/23

Should I Trust My Trust?

When it comes to estate planning, creating and maintaining a trust can be an efficient way to protect your wealth and secure your legacy for future generations.