Entrust Financial

"The hardest decision is whether they want to pay for public or private college tuition. That’s huge in terms of the bottom line."

"Entrepreneurs rarely resonate to the drill-down detail and maintenance that true organization requires. Hiring an administrator who loves to dot every 'i' and cross every 't' may be the solution. If you consider free time a luxury -like most of us - you may choose to delegate your personal financial planning to a financial consultant who is passionate about maximizing every golden nugget."

"Ewart says her clients are the quintessential 'millionaires next door.'

They have the flexibility to enjoy themselves now because they were prudent and conscientious all along."

Joslyn was featured in the May, 2005 issue of Financial Advisor Magazine. The article focused on financial planners who entered the profession after having successful careers in completely different fields. They discussed how their past experiences have enhanced their ability to provide solid advice to clients.

"As a successful teacher, I persuaded students to act in their own best interest. I implemented disciplined strategies designed to patiently and resolutely help each student achieve long-range aspirations. These skills are essential to my ability to deliver customized wealth planning solutions to clients with a wide variety of life and family circumstances."

"Although your Required Minimum Distribution (RMD) is based on 100% of your Retirement Account Balance, you can choose which account or assets - stock, bonds, or cash - to take the withdrawal from."

"You can jump start your savings, regardless of your income, if you pay yourself first.  Sir John Templeton, a master of saving and investment, decided early in life to put aside 50% of what he earned.  With the help of discipline, he built an international investment company worth billions."

"When is the very best time to make your plan so you can retain control over your money? Now. Right Now. I encourage you to think of estate planning as lifetime planning."

"Should you be thinking of taking distributions from your 401(k) plan, be certain you are 100% vested and do not have any outstanding loans. Otherwise you could make a costly mistake."

"When is the very best time to make your plan so you can retain control over your money? Now. Right Now. I encourage you to think of estate planning as lifetime planning."