Written by: Peggy Haslach “My CPA says I need to set up a SEP IRA!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP IRA for their 1099 income, I know their business has reached a point where they could benefit from...
Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial advisors are men, 23.6% are women and <0.1% are non-binary[1]. There aren’t any statics about the number that are transgender, but if you look at the above statistic...
Written by: Peggy Haslach I originally wrote this blog 2 years ago for the 50th Anniversary of the Stonewall Riots, the event that has been given credit for the start of the gay liberation movement. Fifty-two years later LGBTQIA has come a long way and marriage...
Written by: Peggy Haslach Lately, when I have had conversations with my clients, we inevitably wander off and end up on the topic of what is happening in the news. Most of my clients are doctors, veterinarians, and pharmacists, so they consider themselves lucky...
Written by: Peggy Haslach A few months ago, I wrote a piece on the Gender Gap in Life Insurance and stressed why it is vital for female doctors and other licensed professionals to get Life Insurance. Since I wrote that article, our world has turned upside down, and...
