An area often overlooked is the intermix of grief and money. Coping with a loss can present challenges when managing money and making...
READ MOREWhat’s your money story?
by Audrey Mines | Jun 28, 2023 | P&A Articles
Money is an ever-present aspect of our past, present, and future lives. The relationship developed with money comes from our unique...
READ MOREIRA monies – Pay the tax now or later?
by Audrey Mines | Sep 23, 2022 | Financial Planning, P&A Articles, Tax planning
Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA...
READ MOREI’d like a second opinion
by Audrey Mines | Aug 9, 2022 | Annuities & Insurance, P&A Articles
Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world headquarters. On August 2, 2022, Carl Richards...
READ MOREAnnuities Schmuities
by Audrey Mines | Nov 2, 2021 | Annuities & Insurance, P&A Articles
The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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