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Submitted by: Amy Rose Herrick
Amy's skills combine Tax Planning, Income structuring, Cash Flow, Divorce Settlements, Debt configuration, Estate Plans, Portfolio Planning and Distribution Alternatives. She assisted an institutional investor base from '86-90, then focused her practice in '91 to the present for individuals and small business exclusively. Amy holds various professional licensing in several states. She has provided planning advice to multiple media outlets including Newsweek. Interviews are available.
Keep coupons close at hand
Amy Rose Herrick, an investment adviser representative with Woodbury Financial Services Inc., offers the following consumer tip for surviving a shaky economy:
Keep an index card holder with a locking lid in the car by the driver. Place dividers in it for categories as they apply to your family activities:
• Restaurant coupons or gift certificates
• Office supply store coupons and mailers
• Specific store names for offers received in the mail
• Frequent shopper discount cards
• Free ice cream cone and pizza coupons children earn at school activities
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