Do you have a minimum?
Dear Jen, I have some money that I want to invest and I’m not sure where to put it. Do you have a minimum amount you will help someone invest? ~ Anonymous It’s wonderful that you have worked hard to save money! We do NOT have a minimum requirement. I...
Estate planning in my 70’s
Dear Jen, I am in my 70’s, divorced, with 4 children. I know I need to do some paperwork so things go smoothly when I transition. Any guidance would be appreciated… ~ Diane Dear Diane, Estate planning is not always easy to talk about, but is important for you...
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