Author: Sara Gelsheimer

8 Ways Women Can Invest in Themselves as Leaders

The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…

Video Series - Mistakes Business Owners Make And How to Avoid Them

Starting a business can be overwhelming. Part of ensuring that you're poised for success is having a Certified Financial Planner at your side to make sure you've covered every aspect and protected yourself and your business to the fullest extent. Having the right financial advisor by your side Read more…

Video Series - Mistake #5 - No Retirement Plan

In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…

Video Series - Mistake #4 Business Owners Make: Independence

Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…

Video Series - Mistake #3 Business Owners Make: No Risk Mitigation

Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…

Video Series - Mistake #2 Business Owners Make: Bad Cash Flow Management

Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…

5 Steps for Deep Cleaning Your Finances

In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances.  Read more…

Video Series - Mistake #1 Business Owners Make: No Worst-Case Scenario Plan

When running your own business, being prepared for the unexpected can help prevent disaster.  Read more…

Investment Gifts: Creative Ways to Give Money to Kids

Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off the wrapping paper and shrieked with joy: investment gifts. When you give money in the form of education funds, stocks, trusts, or charitable contributions, Read more…

Ways to Strive For Financial Freedom Amidst Uncertainty

In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…

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