Roth IRA Conversions: How Do They Work Video?
What is a Roth IRA, and when should you use one? Learn how to maximize your money, and plan for future tax increases by watching this video.
Angela Dorsey Mentioned In AARP Article!
AARP recently published an article about some of the things that can derail your finances, Angela was quoted in one of the sections!
Get The Most Out Of Your Client Portal
Our client portal is an incredible resource to help you see your entire financial picture in one place, store important documents, track spending, and more.
Social Security Strategies For Single, Divorced & Widowed Women
Social Security has been around for a long time. But women’s roles in the home and workforce look drastically different now.
Top Financial Mistakes Professional Women Make
Your financial security matters. And your mistakes have far-reaching consequences for your family, yourself, and your future.
How Does Your Retirement Savings Compare To Other Professional Women?
Retirement is the most talked-about financial topic. Our retirement years can span decades and require sizable assets to take care of all our needs.