Amy Rose Herrick launched Money With Amy in late 2014 to enable her to share her wisdom and expertise acquired in her 30-plus years of experience in the financial services field.
She is a Chartered Financial Consultant (ChFC).
In 1991 Amy expanded her professional expertise and ongoing licensing becoming a qualified Insurance Agent for Life, Disability, Critical Illness, Long Term Care and Air Ambulance coverages. She also shifted her focus from corporate clients to an individual and small business clientele and she secured her series 6 & 63 securities representative licensing. Not satisfied that she had all the planning tools needed to advise clients to the best of her ability in changing economic climates, in the early 90’s she also took the necessary training and ongoing educational hours necessary to secure her ability as a tax professional.
Amy's financial planning articles have appeared in numerous publications. She has accepted short term assignments for regular newspaper columns on specific items of public interest in addition to her private practice demands. She was selected to contribute two chapters to books that were collaborative efforts between multiple professionals.
In addition to her writing and other business activities, Amy is a dynamic public speaker who is able to engage with her audiences by breaking down complex concepts into manageable ideas that are easily understood using custom designed presentations.
Amy's planning expertise extends into situations that encompass corporate, individual and small business financial issues related to cash flow, debt structure, income tax reduction, charitable giving, business succession plans, mental or physical incapacity at any age, life insurance settlements for unwanted policies and overall estate planning.
Amy and her family relocated from the Midwest to call the beautiful island of St. Croix their family home in early 2011.
Amy continues to serve a wide range of clients on the U.S. mainland coast to coast as well as clients residing in the US Virgin Islands.
She loves to travel and has a flair for art in her free time.
Marriage later in life can have different challenges that come hand in hand with changes that may already be happening in careers, volunteerism, health or income. 25 short thought-provoking questions were created to help you as a couple talk through the issues that left unchecked could over time erode your relationship. No question is off limits. Both individuals should answer every question.
Finding love the second time around can be exiting, challenging, frightening, joyous and full of promise. These 25 thought-provoking discussion questions were created to help you as a couple talk through the issues that, if left unchecked, could destroy your long awaited relationship. There is no question that is off limits for discussion. Every question should be answered by both individuals.
No matter how you define “family”, what affects one family member medically affects all family members. For small business owners your employees are a unique second family. Whatever affects your home or work family affects day to day operations and your bottom line. You will learn what you need to know about various insurance product options and important legal documents before they are needed.
You are unaware of what you don’t know. You came from an employee background. Like Superman, you were assumed to have x-ray vision, super human strength, unlimited endurance, ability to seize opportunities with your psychic powers, the speed of a bullet train completing customer orders all while handling the media with flair…looking well groomed, rested, spotless and fabulous at the same time.
Dating or courtship is not the same relationship that a long term romantic relationship may evolve into. These 25 short thought provoking questions were created to help you as a couple of any composition to talk through issues that, if left unchecked, could destroy your relationship over time. This is a tool to help guide you into what, for some, is elusive: a long term loving relationship.
Experience exploring the British Virgin Islands under sail in photographs. Travel between several different moorings with no agenda. The wind and horizon act as your guides. Skim the waves between lush green uninhabited islands. Join our short sailing trip between the different breathtaking lush isles. The brief Haiku impressions included tell a simple story about each amazing discovery.