Jun 29, 2023
Why do women feel uncomfortable discussing money? Despite its unnecessary taboo status, there are reasons behind this unease. Understanding why women shy away from the topic and discovering their unique money personalities can help overcome this discomfort. By normalizing and fostering open conversations about money...
May 25, 2023
There are only a few guarantees in this life, but taxes are certainly one of them. While most of us have already filed for 2022, there are things you can do year round to make your more tax-efficient. Join us as we discuss some strategies you can do past tax filing season to ensure you are only paying the taxes that you...
Mar 30, 2023
As we conclude Women’s History Month, we wanted to honor one of the first women to receive the Certified Financial Planning certification, a pioneer and innovator in the financial advising business, and a Barron’s Hall of Famer. She did not “See It,” but she has helped many of us in this business “Be It.” ...
Feb 9, 2023
2022 was a rough ride in the stock market, but for the first time in over 30 years, it was also a rough ride in the bond market. Bonds for the last 30 years have provided good income with relatively low risk to a portfolio, they acted to stabilize balanced portfolios against the potential volatility of the stock market....
Jan 5, 2023
Are women more vulnerable when it comes to finances? You bet your bottom dollar we are. Women face many challenges that are unique to our sex, we make less, we therefore get paid less for Social Security, we are often caregivers which can interrupt some years of earning, and we live longer. It is a challenge that...