Read this quarter’s newsletter for an introduction to themed writings titled “Retirement Renderings”. Renderings is a word that relates to the blueprint or designed path to retirement. Having a blueprint (financial plan) is relevant to enhancing our partnership with clients.
Newsletter topics:
The advisor evolution for the individual investor
Value of organization and planning software
Gender investment & planning variances
Encouragement & tools to launch planning activities
Women and men learn, lead and think about our economic lives differently. Now is the time for women to be making well-informed decisions about their hard-earned wealth. Read the linked evidence below noting why Retirement Planning differences occur between the genders.
2019 July Newsletter-
/in Newsletters /by Brandie GiffinRead this quarter’s newsletter for an introduction to themed writings titled “Retirement Renderings”. Renderings is a word that relates to the blueprint or designed path to retirement. Having a blueprint (financial plan) is relevant to enhancing our partnership with clients.
Newsletter topics:
Wealth & Retirement Planning Simplified
/in Planning /by Brandie GiffinSterneck Capital can help simplify your wealth and retirement planning with software that creates a personal financial dashboard just for you.
To take control of your financial world, contact us @ 816-531-2254 for details.
Women & Retirement Planning
/in Planning /by Brandie GiffinWomen and men learn, lead and think about our economic lives differently. Now is the time for women to be making well-informed decisions about their hard-earned wealth. Read the linked evidence below noting why Retirement Planning differences occur between the genders.
2019 April Newsletter
/in Investment Insights, Newsletters /by Brandie GiffinSterneck Capital reviews 1Q2019 market activity. Read this quarter’s newsletter for insight. Additional items include:
Click here for April 2019 Newsletter