Posts Tagged
‘Financial plan’

Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the financial systems, processes, planning, and reporting for all lines of business at Homeport.  What is Homeport? Homeport is a non-profit housing developer based in Columbus, Ohio. By building quality affordable [...]

Gun Ownership and Your Homeowners Policy If you own a gun, you need to consider whether you are covered in the event the gun is stolen or destroyed and protected against any potential liability should your firearm cause an injury. Gun ownership is a big responsibility and having the proper insurance coverage is an important […]

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account