The Recipe for Money and Happiness
My goal as a financial planner is to help clients live the happiest and most…
Read More
Happy Women’s History Month – How Can Women Improve...
During Women’s History Month, we focus on the vast contributions women have made to our…
Read More
Valentine’s Day Can Leave Widows Financially Exhausted
Valentine’s Day is especially hard for widows who are missing their loved one. Not only…
Read More
What do widows need to know about their finances...
Losing a spouse could be one of the most difficult things you’ll ever face. But…
Read More
Top 5 Financial Pitfalls for Women
Over the past two decades, I have specialized in advising women in moments of transition….
Read More
Celebrate National Make-A-Will Month by Updating Your Estate Planning
COVID-19 has produced a rise in estate planning; however, the majority of Americans still do…
Read More
Invest Like An Olympian
There is no sporting event that I enjoy more than the summer Olympics. The stories…
Read More
Never Let a Financial Crisis Go to Waste
Americans are following the sage advice of Sir Winston Churchill, who said, “Never let a…
Read More
Financial Advisors are Failing the Grade When it Comes...
The financial advisory industry is a male-dominated profession with only 23 percent female Certified Financial…
Read More