Author Archive | ReShelle Barrett

8 Tips to Build a Strong Financial Plan

By: Bill Few Senior Vice President, ReShelle L. Barrett, CFP® One goal that many people have is to achieve financial independence. This type of independence can mean different things to different people. It may mean being able to save for college or retirement or being able to purchase the things you really want. Achieving this […]

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Important Dates for Investors

ReShelle Barrett, CFP® Important Dates for Investors Remember the excitement of turning 16 so you can get your driver’s license? And 21 to be a legal adult? Important birthdates don’t end there.   As you head toward retirement, consider the following dates as they may be critical in ensuring your financial plan’s success: Age 55 Possible […]

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