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Beverly Bowers is a retired financial planner who has been solely responsible for her financial life over 25 years. Her passion is to make investments understandable – dispel the mystery and simplify the process. In 2021 she self-published a book, How to Dress a Naked Portfolio, a Tailored Introduction to Investing for Women. She relishes questions from all levels of investors. You may submit questions and sign up for her blogs on her website.

Latest Posts By Beverly Bowers

3 weeks ago

The Loving Thought of Financial Fidelity

This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus…

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4 weeks ago

Let’s Talk About PLESA

Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. PLESA stands for pension-linked…

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2 months ago

I’ve Decided to Set My New Year Intentions

We are well on our way, and I am already feeling the days slipping by too fast. How about you? Did you set any New Year resolutions? How are you doing? Already blown that diet? Rain or snow forced you to rethink the daily workout you promised…

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3 months ago

Two Ideas for Giving Tuesday

I bet you have heard of Black Friday and Cyber Monday, but are you familiar with Giving Tuesday? Created in 2012, Giving Tuesday is a global day of giving that takes place on the Tuesday following Thanksgiving Day in the United States. It encourages people…

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5 months ago

Embracing a New Outlook for Fall

Fall is here, and I admit that I have mixed feelings about its arrival. Many people say fall is their favorite season and why not? The days cool down, the trees change colors, the air feels crisp and sometimes carries the aroma of burning leaves…

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6 months ago

Do You Overspend?

I just read two interesting articles about spending habits. One focused on boomers and the other discussed the differences in spending habits of boomers, Gen X, Millennials, and Gen Z. The latter article was based on data from Bank of America…

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6 months ago

Money Market Account or Money Market Fund?

What’s the difference between a money market account and a money market fund, you ask. Aren’t they the same? The answer is “no” and, depending on your situation, you may want to use one, the other, or both. Let’s take a deeper look…

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7 months ago

Have You Wondered Where You Can Invest? Let’s Look at the Options

Do you want to know your options for investing to reach your long-term goals? Remember that investing is only appropriate if your living expenses are covered, your debt is under control, and you have built an emergency fund. After that it may be time…

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7 months ago

How I Overcame My Podcast Fear

I recently agreed to be a guest on a podcast. Although repeatedly encouraged to do podcasts by my marketing manager, up to this point I have resisted. Why? It’s very simple: Fear! There have been times in my past when I felt that I did not respond…

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7 months ago

Learning the Language to Fit In

I recently read an article posted by Business Insider entitled, “Gen Z and millennial workers feel confused, irritated, and left out by endless ‘workplace jargon’ in the office, LinkedIn research shows.” I know from experience that this is true…

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