Blog

My Team

You’ve likely heard me refer to “my team” in emails and conversations, and I want to give a better look at the amazing people on my team.

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Retirement Planning For Women: A 101 Breakdown

Planning for retirement can feel overwhelming—especially when balancing multiple roles, managing day-to-day costs, and preparing for the future. Women often fac

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Financial Planning For Women: Everything You Need To Know

This article provides an overview of money management overlaps, caregiving, career volatility, and other significant responsibilities for many women.

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Financial Planning For Single Women

This guide is here to help you handle the unique challenges of financing your life independently.

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Financial Planning For Widowed Individuals

Losing a spouse often upends even the most familiar routines, leaving you to handle new legal obligations, household tasks, and emotional hurdles all at once.

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How to survive your first year in retirement: dos, don’ts, and expectations

Welcome to your next chapter! The golden years. The stage you’ve spent years preparing for. No more daily grind. No more tight schedules. No more meetings, co-w

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The only constant in life...

Getting punched in the gut when you least expect it

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What's a Self-Directed IRA and Do I Need One?

This was a recent question from a long-time friend and reader...

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Read This Before you Hire a Financial Advisor

My thoughts on navigating the often confusing world of financial advice...

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