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Make the Most of Your New Hourly Role

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…

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