Financial Planning for the LGBTQIA+ Community During Uncertain Legal Times
I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to...
6 Tips to Empower Your Summer Finances
Woohoo, it’s officially summer!!! Summertime is when most people I know tend to travel more, get together with friends, play, and do many other things they typically don’t do throughout the year....
✨2022 Investment News 40 Under 40 Award Recipient✨
Investment News is a publication serving the financial industry with quality content, data, and information on core areas which include Retirement Strategies, ESG/SRI, Regulatory Issues, Diversity,...
10 Books You Need to Read to Become a Financial Badass and Up Your Finance Game
I absolutely love getting lost in a book and so many others I work with are also total book lovers. There are quite a plethora of finance books out there and it's easy to get overwhelmed and not...
What does inflation mean for your investments and WTH are I-Bonds???
Inflation can sound super scary and news channels are ringing the alarm bells for the recent increase in inflation rates. Inflation is represented as the rate at which prices for goods and services...
Stock Options & Taxes: Common Mistakes Made When Filing Your Taxes
Did you get offered company stock options in 2021?? If so, congrats! If you bought or exercised your stock options, then you need to watch for these common tax pitfalls when filing your taxes. There...