Financial Planning for the LGBTQIA+ Community During Uncertain Legal Times

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 marry”. Joy, freedom, happiness, and so many more emotions coursed through...
✨2022 Investment News 40 Under 40 Award Recipient✨

✨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, Equity, and Inclusion, and more. They have an extensive reach which...
10 Books You Need to Read to Become a Financial Badass and Up Your Finance Game

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 know where to start or begin and hopefully this list helps whittle...