Nancy Lottridge Anderson, Ph.D., CFA, and her staff offer expert advice and personal service. We offer our services on an hourly or retainer basis for our clients. Our services include account management, stock and economic research, retirement planning, and 401k slate analysis. We manage investment accounts of any size and tailor the portfolio to meet your specific needs. For clients of ours, we are available to help with any financial situation you face.
Independent, Fee-Only Financial Advisor
Tuesday, September 20, 2016
Nancy on Money Talks: Insurance
Today, the #MoneyTalks topic was Life Insurance. A guest, J.J. Montanaro, CFP, joined the program. If you missed the episode, listen online here: http://www.mpbonline.org/blogs/money-talks/2016/09/20/money-talks-life-insurance-and-you/.