What to teach your kid about money and finances as they head off into adulthood

What to teach your kid about money and finances as they head off into adulthood

Your kid is going off into the real world and there are some crucial things that they need to do to set themselves up for financial success. Whether they’re starting a career, going to college, or taking a gap year, these steps will help them begin their journey...
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...
Books That Actually Kept My Attention in 2020

Books That Actually Kept My Attention in 2020

I am usually quite the book whore and devour books weekly, but 2020 has been quite the tumultuous year for a variety of reasons and I found myself picking up books less and less as the weeks and months slowly passed by. When I did pick up a book, few seemed to be able...