Women Liz Shabaker named to Schwab Advisor Services Advisory Board How can I protect my Information? What Do You Want Your Legacy To Be? What Do You Know About Credit Cards? Reminders On Your Beneficiary Choices Search for: RESOURCESWebsites, calculators, and links to help you with financial planning. TOPICSEstate Planning Financial Habits Financial Well-Being Insurance Investing Kids & Money Markets Millennials Philanthropy Saving Money Seniors Taxes Women RECENT POSTS I Just Sold My Business, Now What? Thomas Connelly Appointed to Arizona Community Foundation Investment Committee Versant Capital Management Named an Arizona Most Admired Company for 2024 Elizabeth Shabaker Named an InvestmentNews Woman to Watch