The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…
Tying the Knot? Ask Your Partner These 4 Money-Related Questions
About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…
The Benefits of Being a Financial Advisor for Working Moms Craving a Rewarding Career
I always knew I wanted to help people in my career. That’s why I chose social work as my major in college. At first, the only reason I took a basic finance course on the side was for my own knowledge — I wanted to manage my money effectively after graduation. Read more…
Your Employer Offers You Non-Qualified Deferred Compensation (NQDC): Now What?
It’s always nice to be recognized for a job well done. Being invited to participate in your employer’s non-qualified deferred compensation (NQDC) plan, is one such vote of confidence; it’s typically offered exclusively to select executives or similar high-performing employees. Read more…
8 Financial Planning Benefits for Same-Sex Couples: The Story of Jane and Josephine
In 2015, Jane and Josephine had been together as a couple for ten years and, the U.S. Supreme Court just declared that same-sex couples have the fundamental right to marry. Like every couple, Jane and Josephine had a lot to consider before deciding to get married or not. The first thing that they Read more…
5 Ways Our Firm is Adapting So We Can Still Offer Internships
This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know how gut-wrenching that is. However, I’m hearing from some students that the internships they Read more…
I Just Need a Minute: What It’s Like to Be a Working Mom During a Pandemic
Staying calm in a crisis is something I have often needed to practice in my career in human resources. The particular crisis has varied. It has been, at times, an employee who was a danger to themselves or others. It’s also been the loss of a corporate client that necessitated layoffs. There have Read more…
Employee Benefits: What Are They and Why Should You Care?
When I accepted my first full time job which I would start after graduating from college, I was excited about having a job I knew I could build into a career. I was looking forward to moving to a city and being an “adult”, but I also had to think of the practical side of living on my own and being Read more…
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…
4 Money Lessons for College Students
As a current student, I can tell you with certainty that college is a weird time. Eighteen-year-olds are thrown into a tiny room in a miniature city with electric scooters instead of cars and party mansions instead of houses. Combine the already jarring lifestyle change with the ever-looming fear Read more…
