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Seeing women be successful, self-sufficient, and fully capable of meeting her own and her loved one’s needs is a vision to which I am deeply committed. There is growing evidence that women led businesses and women in positions of influence at their company have a noticeable impact on the bottom…

  • No matter what your sexual orientation, gender identity, or how you structure your relationships, having a financial plan is something you deserve. If you are LGBTQ+, you face different challenges than heterosexuals. From naming your same-sex partner on taxes or financial documents to the ability to count on family for help when you need it to coping with homophobia in our culture, your planning needs are different – just like you, and that is fabulous! A 2016-2017 study outlines the LGBTQ+ community’s attitudes, concerns, and strengths when it comes to your finances. In a world where prejudice and discrimination still…

  • You’re arrived at the base of the mountain. You’ve been planning to summit this peak for a long-time. You've gathered all your gear, weather forecast looks good; you know if you run into any problems, you can adjust, even turn around and start again some other day if necessary. Given everything you know, you’ve done everything you can to prepare as best as possible. Now, it’s time for the final ascent. If you’re 10-15 years out from retirement, the above imagery might feel familiar. You’ve had a solid career, you’ve saved up for retirement, kids are growing, perhaps already in…

  • The belief that women don’t contribute as much financial stability to a household is so 1950s. According to the Department of Labor, over the last five decades, women have consistently increased their role in the workplace.   A woman’s worth in a household is clear. Yet, despite these trends, it is common for a husband and wife to believe life insurance for the husband is absolutely necessary, but life insurance for the wife is not. I often find myself explaining to my clients the importance of making sure both spouses have adequate life insurance coverage, and moreover, why women need…

  • Donating to a charity or foundation, whether with money or time, while it inherently makes us all feel good, the reasoning for me goes far deeper. I believe it is a social, cultural, and environmental imperative that those of us with the means, make a clear commitment to philanthropic and charitable giving.   This imperative begins within you, your family, your home. What does that mean? This may be difficult to hear, but if you do not currently have enough saved towards your retirement, little savings in the bank, or struggle to make ends meet each month, now is not…



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