There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…
September 25, 2018
Financial Confidence Boost: Your Financial Plan
A financial plan is more than just a budget or insurance policy. It is the actions you need to take to reach your financial goals (think: helping fund your daughter’s college tuition or buying that second home on the lake). Your financial plan is unique, but to ensure confidence in the planning you Read more…
Behind Anne Zanola's 'The Breast Trivia Night Ever!'
The purpose of InspireHer is to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired. This interview was conducted with Anne Zanola and outlines the incredible story of how The Breast Trivia Night Ever Read more…
Life in Transition: Part 2- Planning for Kids and College
Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…
Life in Transition: Part 1- How to Plan for Marriage
We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…
Investment Accounts 101
Like most subjects, investing requires a thorough understanding of the basics. Whether you’re creating a portfolio for the first time, going through a life event (marriage, birth of a child, divorce, etc.) or just want to take a closer look at your finances, you’ll need to first understand the core Read more…
Collecting Social Security on a Former Spouse: What You Need to Know
Social Security is complicated enough as it is—let alone when you’re trying to navigate it in the light of a divorce or loss of a partner. Read more…
The 4 Social Security Questions I Hear the Most
Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…
Time for a Checkup: Indicators of Financial Wellness in Your Workplace
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin 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…
