Finding the Right Financial Planner for You: Fiduciary, Fees, and Focus

Finding the Right Financial Planner for You: Fiduciary, Fees, and Focus

According to the Bureau of Labor Statistics (BLS), there are 275,200 financial advisors across the United States. How are you supposed to find one that values integrity, works in your best interest, and works holistically to help you with more than just your...
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...