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Velda Presents Plan to NAPFA Planners

At the 2013 NAPFA conference in Philadelphia, PA, Velda presented a comprehensive financial plan to financial planners. Read more inside. Read More

Velda Interviewed for Fidelity.com

Velda was recently interviewed by Fidelity's Daren Fonda for the article "5 Ways to Make Your Money Last." Location, location, location doesn't just apply to real estate. Read about it inside. Read More

Is “Relief” in Sight?

Did Congress' middle-of-the-night Act really provide tax relief to America? Find out how the newest tax laws affect you. Read More