Blog

When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…

First and foremost, thank you! Thank you to the amazing women who attended our Women Who Inspire Us event. And thank you to the speakers who indeed inspired the entire room. We are so excited to be able to connect women such as yourselves and help foster relationships within our community. Read more…

According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…

There’s no right or wrong reason to sell your business; when you’re ready, you’re ready. Read more…

People say that cash is king, but they don’t always give their cash the royal treatment it deserves. Read more…

Should you invest in the market or pay down debt? Read more…

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages. So, Read more…

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…