Posts By Jeri Anne Agee

Posts By Jeri Anne Agee

Jeri Anne Headshot - Meet the Team

How to Financially Prepare for Divorce

March 2, 2021 |

You probably never thought you’d be in a position to need advice about divorce. None of us…

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How to Successfully Manage an Inheritence

August 24, 2020 |

If you find yourself receiving an inheritance, of course it is usually during an emotional loss, however…

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Two Ideas to Help Raise Financially Responsible Kids

July 24, 2020 |

Raising three children has been one of my most significant accomplishments. Teaching those same three children about…

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Jeri Anne – June 2018

June 29, 2018 |

This summer my family took a trip to the Hard Rock Hotel and Casino in Punta Cana…

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