Author: Sara Gelsheimer

The Path to Gender Diversity in the Advisory Profession

As a woman in the male-dominated advisory profession, I've experienced bias. I’ve had people assume I’m the assistant or note taker and had clients call me “sweetie,” seemingly because I was the only female in the room. Some have even questioned my age and whether I'm qualified to handle their Read more…

Want to Save for Your Dream Future? Start Now

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones. Read more…

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting. Read more…

Getting More from Giving Back

From a young age, I’ve enjoyed giving back.  Almost every year of high school and college I participated in a mission trip.  Since college I’ve had the amazing opportunity to travel to Uganda to help those in need.  (See some of the life lessons I learned on this amazing trip).  Each trip was Read more…

Your Move: The Financial "Game of Life"

The beginning of a year is a time to reflect on the past and set goals for the future.  Maybe your 2019 goals involve eating healthier and getting more exercise.  Maybe you want to start reading more or spending more time with family.  Maybe you’ve set some financial goals – like paying off Read more…

Lessons from "Less Stress, More Time" Workshop

We often think of “fight or flight” mode as it applies to animals. When your dog hears thunder, maybe he growls—or sprints to hide under the bed. But what do you do when faced with a stressful situation? Read more…

Tackling the Investment Gap

We’ve heard a lot about the wage gap in the last decade or so, but the investment gap is just starting to get more press. Despite the fact that more and more are identifying themselves as their family’s primary breadwinner, bill-payer and budget-maker, women continue to lag behind men in long-term Read more…

Full Hearts Don’t Mean Empty Wallets

Okay, okay, all the mothers out there were right: there is nothing like the love you feel for your children. Read more…

3 Life Lessons I Learned in Uganda

A new year brings with it a time of reflection. It’s a great time to think about the past year: its successes and failures, its turning points and its moments of great joy. It’s also a time to use the experiences from the previous year to help shape your approach to the new year. Read more…

5 Things to Know in Case You Outlive Your Spouse

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

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