Renee Sorrell is the Accounts Service Manager at Compass Financial Partners, LLC and is responsible for processing new business as well as handling client service needs for all or our LPL & direct business accounts. Renee has spent over 10 years in the Financial Services industry. She spent 8 years as an Operations Specialist [...]
Tag Archives | organizing financial records
Y is for Yielding to Better Spending
The past decade has been one of splurging and in many cases—living well beyond our means. Easy access to credit cards and home equity loans enabled Americans to live more lavishly than any previous generation. Our attitudes were a little bit like Scarlett O’Hara in Gone with the Wind—we would worry about it tomorrow. [...]
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T is for Tax Time
It’s tax time. Do you owe a large sum of money? Do you have the means to pay it off? The realization that you can’t pay your taxes can make you feel uneasy, but don’t worry; there are some actions you can take to remedy the situation. Here are a few tips: [...]
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AZ asks: Dorothy Merchant’s advice on organizing mail/bills.
Dorothy Merchant moved to Greensboro from Ohio. When asked why, she replies, “I was looking for sunshine.” For the most part, she has not been disappointed. This mother of four adult children and grandmother of two is a retired college and university professor and administrator. She has also worked as the executive director [...]
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AZ asks: How do I organize financial records?
Dorothy Merchant moved to Greensboro from Ohio. When asked why, she replies, “I was looking for sunshine.” For the most part, she has not been disappointed. This mother of four adult children and grandmother of two is a retired college and university professor and administrator. She has also worked as the executive director of [...]
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Chicks, Chat and Change
About Ann Zuraw
Ann Zuraw, the voice behind "Women, Money, and Divorce", is a Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®) and Certified Financial Divorce Analyst (CDFA™) helping women achieve financial success!
