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Discussing finances with your family

As we celebrate the holiday season together and start into the new year, many of us think about our resolutions and intentions. If you...

529 plans are more versatile than ever

As a mom and someone who values education, I wanted to save for my children’s future. While there are many options to save for school, we...

The key ingredient of your financial strategy is you

What is the biggest financial mistake you can make? Most people think it’s waiting too long to save or not saving enough for retirement,...

If you come into an inheritance...

If you are a mom and you come into an inheritance, what’s your first instinct? Probably to spend it on your children. Before you do,...

How can women overcome obstacles to financial security?

Even today, women tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them.

5 steps you'll want to know about estate planning

If the last year has taught us anything it is that we are not in control of everything in our lives. While I never want my clients to...

5 steps to a strong financial new year

This past year, many of us found ourselves busier and more overwhelmed than ever before. You likely thought about your finances but found...