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Tax Reform

Congress passed a milestone tax reform bill last month and below is some of the most pertinent information. These reforms are helping both individual tax payers and corporations, and you will probably see an increase in your paycheck starting in February! The next...

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Concerned About Buying High?

You could indeed be buying high.  Or not.  All indications are that the economy is on a slow but steady positive path and therefore returns generally should be continued positive.  On a personal note, I’ve really been positively surprised of late with the latest...

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Concerned About a Corrections?

Concerned About a Corrections?

Concerned About a Corrections? History shows us that equities markets experience a 15% correction every 3-5 years.  In recent years, they are coming closer to the 2-3 year mark.  Each time, the press puts a label on the reason, but I find the reasons aren’t really...

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Hospice Care

Doing some homework on hospice care reveals there is a lot more to know on the subject than at first blush. The national organization says hospice specializes in caring for people with life-limiting illness for medical care, pain management, emotional, and spiritual...

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The Dreaded Phone Call

The Dreaded Phone Call

What happens when you get the dreaded phone call?  Dad is sick, mom is beside herself, and no one knows about their finances. My heart goes to out to people when crisis hits.  Families need love and care during unexpected events and the very idea of even talking about...

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Training your Teens about Healthy Finances

Training your Teens about Healthy Finances

While it hasn’t been the question of the past, one likely of the future is: What will it take for our children to retire in style? Truly, they face a host of challenges. Prices do go up and while we have been fortunate since the 70’s to have controlled prices, there...

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Financial Education

Financial Education

According to WalletHub’s 2017 financial literacy survey Alabama ranks 38th in the nation in overall financial literacy, and 15th nationwide in Knowledge and Financial Education. Thank the Alabama Council on Economic Education for helping to educate the state’s...

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Vision

Vision

You have a vision for your life, a list of dreams you’d like to see accomplished. Chances are, your vision isn’t just about you. Multigenerational financial planning is the practice of planning not just for one’s own future financial needs, but for those of other...

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A Gift While on Vacation

A Gift While on Vacation

It was a trip years ago in Italy where I heard the song of a bird ~ for the first time. Sure I’d heard birds, but until then, I had never really heard their beauty. They were a background, even an annoyance, a perspective that changed the first morning I woke up in...

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Shari is the Branch Manager and a Financial Advisor with Raymond James Financial Services,"Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC". “Privacy policy”. 100-C Essex Ct., Madison, Alabama 35758. She is the lead advisor for the Investor’s Resource Team of advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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