A new year brings with it a time of reflection. It’s a great time to think about the past year: its successes and failures, its turning points and its moments of great joy. It’s also a time to use the experiences from the previous year to help shape your approach to the new year. Read more…
5 Health Insurance Questions, Answered
Healthcare. No matter where we are from or what age we are, healthcare—and how to pay for it—is in the forefront of our minds. We often field questions from clients regarding health insurance. We are more than happy to act as a resource for these types of questions, but the complexity and Read more…
3 Ways to Raise Kids that Give
“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” Dr. Seuss has always had a way with words, but his honesty in this quote really hits home for me. Read more…
Changing the Rules of Retirement
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…
How Much Can I Afford: Home, Car, Credit Cards, and Savings?
One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…
Summary: 5 Steps to Financial Wellness
Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…
Who Can Benefit from an ABLE Account?
All families face challenges when funding the various needs of their children. But many families face a completely different challenge—planning for a child with a disability. The importance of saving and planning increases tremendously when faced with such a challenge. Read more…
3 Financial Truths for Your College-Bound Student
The day your child leaves for college, she also leaves the “Bank of Mom and Dad” safety net. Fortunately, you’ve spent the last 18 years loving, educating and training her to be financially independent and survive on her own … right? Read more…
Budgeting for a Bunch: Tips from a Mom of Four
What comes to mind when you think of the word “kids”? Unconditional love? Constant activity? Center of your life? How about, “really expensive”? Read more…
Why We Started a Women’s Initiative
I have good news and bad news. Which do you want first? Read more…
