WOMEN ON THE MOVE:
WE SALUTE 13 LEADERS MAKING AN IMPACT ON THE MAIN LINE

"Self-professed financial whiz, Joslyn Ewart spent the first 21 years of her working life as an inner city music teacher. As it turns out, teaching was in her blood."

RIDING OUT THE RECESSION:
RETIRE WISER (AND RICHER)

"Joslyn Ewart recalls a couple who'd become quite concerned that the income they were drawing from their investment portfolio was creating a serious drain on the principle."

KEEPING THE TRUST

Joslyn's work with clients as highlighted by the Philadelphia Foundation

COLLEGE GUIDE

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

SET THE STAGE FOR FINANCIAL PROSPERITY

"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."

REAP THE REWARDS OF RETIREMENT

"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."

CHANGING COURSE

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."

RETIREMENT GUIDE

"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."

BUSINESS TRENDS ON THE MAIN LINE

"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."

WEALTH PRESERVATION, ME?

"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."

STIMULUS PLAN IS GREETED WITH PRAISE AND DISGUST

"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."

READERS' RETIREMENT QUESTIONS

"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."