Divorce Planning and your Finances

Are you going through a divorce without a financial plan? Read our tips on how > Read More

Individual Pension Plan Investments for Corporate Lawyers

Are you a corporate lawyer? Learn about individual pension plan investments that will build your > Read More

How to Bulletproof your Finances from Sudden Unemployment or Transition

No one wants to hear the words “It’s over”- especially from their employer. For many > Read More

Interview with Cherene Francis on “Single women can build a million-dollar net worth from scratch”.

> Read More

Jackie shares with Natalie Colalillo of Happy Healthy Women on “Why it’s so essential for women to be in control and in the know of their finances!”

Duration: 3:53 minutes > Read More

Jackie interviewed on Hugh Reilly’s Liquid Lunch on her book, “Single by Choice or Chance”

video duration 22:27 minutes > Read More

2016 Summer & Fall Newsletter

Financial Talks with Jackie Porter Welcome to our Summer/Fall Newsletter 2016 Buy when everyone else > Read More

Retirement Savings for Late Starters

Harry and Sally both earned high incomes and liked to live the good life. They > Read More

Business Risk Planning

Imagine the following scenario for a moment. You and your partner have opened a business, > Read More

The Advice Dilemma

A constant dilemma for Advisors working with clients to help them realize their goals and > Read More