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Beverly Bowers is a retired financial planner who has been solely responsible for her financial life over 25 years. Her passion is to make investments understandable – dispel the mystery and simplify the process. In 2021 she self-published a book, How to Dress a Naked Portfolio, a Tailored Introduction to Investing for Women. She relishes questions from all levels of investors. You may submit questions and sign up for her blogs on her website.

Latest Posts By Beverly Bowers

12 months ago

What Does It Look Like to Row Together?

No matter your religious affiliation, or if you have none, there was a goodness in Pope Francis that spoke to us all. His kindness and empathy for every human demonstrated pure love. He also respected the environment of our world and cared about its future. He was truly worthy of emulation…

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1 year ago

What the World Needs Now Is the Touch of Women

In the United States, we recently honored women leaders during Women’s History Month. It is an annual celebration of the contributions of women to events in history and contemporary society. It is celebrated during March in the United States, the United Kingdom…

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1 year ago

Women’s History Month: Let’s Share Our Stories

Women’s History Month is an annual celebration of the contributions of women to events in history and contemporary society. It is celebrated during March in the United States, the United Kingdom, and Australia and during October in Canada. Although always noteworthy…

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1 year ago

Do You Know Your Household Net Worth?

A net worth statement is a selfie, a financial photo. It is specific to the day you compile the numbers. If you compute a net worth statement today, tomorrow, and the next day, each will be different. A net worth statement lists your assets – property that you own – along…

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1 year ago

Consumers Beware: Scams Are Everywhere!

At least once a week I receive an email or cell phone message that is a scam, and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll – to the tune…

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1 year ago

Look for the Light in Difficult Times

I recently attended a holiday concert that featured a brass instrument group and two choirs – one of middle school and one of high school age students. One of the songs the combined choirs sang brought me to tears. I attended the concert with my partner and my…

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1 year ago

Need a Boost to Your Retirement Savings? Help for Those in Their Early 60s

Are you worried that you may need to work far into the future, or change your lifestyle dramatically in retirement, or both? How do your retirement savings compare to others’? For many people, an employer sponsored 401(k) retirement savings plan houses their…

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2 years ago

My Scam Story: Do As I Say, Not as I Do!

I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two…

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2 years ago

5 Ways to Engage Gen Z

I have had the pleasure of speaking to and mentoring students from grade school to college age, as well as young professionals living in different parts of the United States and the world. Each time my interactions leave me reassured that the world is not only in good hands but will do better…

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2 years ago

The Three Bucket Portfolio

Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new…

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