Blog

How to Plan Ahead for a Big Expense

History shows us that if you have a figurative pile of cash, it’s best to invest it into a well diversified long-term portfolio all at once.

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The Dirty Dozen

Every year, the IRS posts their list of 12 tax and financial scams they want to remind and warn you about.

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How to Maximize Your Benefits Through Open Enrollment

After your initial enrollment in Medicare, it's important to revisit your options regularly.

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7 Ways Women Can Build a Confident and Secure Retirement Plan

Thinking about retirement should be exciting for women. But preparing for financial independence may feel intimidating and stressful—even scary—to some.

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Are You Making Room for Your Big Rocks?

You’re probably familiar with the “Big Rocks of Life” story. If not, keep reading.

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My Team

You’ve likely heard me refer to “my team” in emails and conversations, and I want to give a better look at the amazing people on my team.

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Retirement Planning For Women: A 101 Breakdown

Planning for retirement can feel overwhelming—especially when balancing multiple roles, managing day-to-day costs, and preparing for the future. Women often fac

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Financial Planning For Women: Everything You Need To Know

This article provides an overview of money management overlaps, caregiving, career volatility, and other significant responsibilities for many women.

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Financial Planning For Single Women

This guide is here to help you handle the unique challenges of financing your life independently.

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