How Working with an Advisor can Improve your Confidence

2 years ago

Jackie is back this time with great music and big energy as she is joined by her partner in crime…

A letter from the CEO’s desk

2 years ago

Team Jackie Porter... You know what? growth can be painful. I was reflecting on the growth we experienced since the…

Getting Psychologically Ready for Retirement

2 years ago

Hello confidante community! this week, Jackie is joined by Marilyn Hintsa, a retirement readiness coach. Marilyn is a certified leadership…

Retirement Planning for Business Owners

2 years ago

This week we bring you a very informative session with Jeremy on retirement and exit strategies for business owners. In…

Top Issues Clients Face with Retirement

2 years ago

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

What Risk Means for your Investment Portfolio

2 years ago

Hello confidante community! Thanks for checking out the Live@5 summary as we wrap up the investments theme for September. The…

Behind The Scenes On Helping Our Clients Choose Investments

2 years ago

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

How to Deal with Debts Amidst Rising Costs

2 years ago

Live community it's Wednesday with the financial confidante Jackie Porter. We have been financing debt in single digit rates for…

Buying and Selling Homes as Prices Fall

2 years ago

This week we bring you a very informative session with Megann Willson who is a is a Five-Star Certified Real…