Women on the Rise





When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
This questionnaire will help determine your tolerance for investment risk.