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So Your Portfolio Didn’t Perform as Well as the S&P 500 Last Year? Here is Why That’s Not a Bad Thing.

January 29, 2018

The S&P 500 was up 21.8% in 2017 and is off to strong start in 2018. Here’s why you shouldn’t

January 10, 2018

78 percent of small-business owners plan to sell their company to fund 60 percent to 100 percent of their retirement,

November 20, 2017

What’s your credit score? And why does it matter? I recently met with a banker who told me that she

November 7, 2017

I heard the most inspirational story recently and wanted to share it. A friend and I were talking about the

October 11, 2017

As female business owners and entrepreneurs know, running your own business through which business expenses and income flows creates a

September 15, 2017

This article by WealthChoice President Bridget Grimes was recently published in the September 2017 issue of the DRI Newsletter Sharing

September 9, 2017

We are often approached for financial planning by professional women in the sunset of their careers who are looking with

August 24, 2017

I am proud to call myself a female entrepreneur, as are many of my clients. There is nothing I love

August 8, 2017

One of the top reasons clients come to WealthChoice is for guidance on how to prepare for retirement. And one

July 14, 2017

We recently came across this excellent article and wanted to share with you. Jacqueline Curtis wrote this piece for Money