Retire smart, secure, and happy.

Hi, I’m Stephanie, I’m an experienced CERTIFIED FINANCIAL PLANNER™ helping women professionals in midlife create and plan for their ideal retirement lifestyle.

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Most Recent Episodes

Q&A: How to Invest a Lump Sum

Q&A: How to Invest a Lump Sum

This week I tackle a listener question; how to invest a lump sum. With markets at an all time high, should you invest all at one time, or spread out your investment in installments?

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