Tag Archives | Financial advisor

Autumn card

N is for “NO” more Shopping on Black Thursday a.k.a. Thanksgiving

Over the years, traditional Black Friday has morphed into Thanksgiving Day becoming the start of the holiday shopping season. I don’t know about you, but Thanksgiving Day has always been a day for family, friends, and festivities. Do you really want your guest leaving early, especially, after all, the hard work and time spent preparing […]

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Happy Labor Day!

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P is for Protect Yourself Put ICE on your mobile device

P is for: Protect Yourself and Put “ICE” on your Mobile Device

ICE was created to aid paramedics when they arrive at the scene of an accident. This acronym ICE (“in case of emergency”) is a simple way to program important names and phone numbers of those you would wish to notify should you become incapacitated or involved in a serious accident. Now, when a patient who […]

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mentor concept

M is for the Magic of Mentoring

“A mentor is someone who allows you to see the hope inside yourself.” — Oprah Winfrey   Have you considered becoming a mentor? Or maybe you’ve found yourself mentoring or being mentored by another, just because it feels like the right thing to do? After all, helping others or learning from others is a gift we […]

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L is for Loan Debt for Students – Is an Income Based Repayment Plan Right for You?

  Many of today’s college graduates, eager to accept the challenges of their new careers are also facing a life-long financial challenge. The burden of considerable amounts of student debt may seem overwhelming.  If you are an individual with low income or high debt levels you may benefit from income-based repayment plans for your federal […]

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Kudos to Those Who Keep the Business Alive After Divorce

You and your spouse begin your lives together as excited entrepreneurs dreaming of the successful business you will create together. You both dedicate many long hours, and behold you arrive, your company has flourished under your management and more successful than you imagined. Unfortunately, your personal relationship took a beating and now you head toward […]

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“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.” ― Shannon L. Alder (1)

H is for Having a Heartfelt “Ethical Will” or “Legacy letter”

We all know we need a legal document called a will,  this helps provide our loved ones access to the valuables we leave behind. A will is an important legal document which can provide clarity and financial support to those we love. Perhaps another important will to consider would be “an ethical will”. This type […]

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Woman getting depressed on sofa in therapy

G is for Going Through Cancer? You Don’t Have to Make all Decisions on Your Own.

A cancer diagnosis is one of the scariest things a person can go through. Hearing this prognosis from a doctor is downright frightening. There are so many ways in which cancer can go, with its many stages and many different treatments, no two cancer patients are the same. The sheer amount of information and decisions […]

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Mentoring Monday

ANN will be one of the MENTORS at this year’s BIZWOMEN MENTORING MONDAY EVENT

 Monday, April 4th, 2016 10:00 am – 11:45 am, held prior to the Women in Business Luncheon Downtown Marriott Greensboro 304 N Greene St, Greensboro, NC Cost to attend Mentoring Monday is $30.00 For a third year, The Triad Business Journal will join more than 10,000 businesswomen in 43 cities across the country to celebrate Bizwomen […]

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E is for ESG Investing and “What it means”

First, let me explain what ESG stands for – “Environmental, Social and Governance investing or ESG”. These three main areas are being used as significant factors in assessing the sustainability and ethical impact of an investment in a company or business. We are finding more investors believe that focusing on ESG principles can help deliver […]

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