Blog

If you are a financial or wealth advisor, I have a question for you. Do you want to be a champion for widows? Because there are so many reasons why they are your current and future clients.

Sadly...

So today, I want to talk about Monday's point of view because you are here for more than just the to-do list, the scheduling, the checking things off, and you are here for purpose. So I want us to...

So today, I want us to think about financial education delivery methods, because how many ways can we get information? If I want to look up financial literacy or investments, I can do it online. I...

I want to talk about capable women, educated women, career women, stay-at home mom women, widows. Widows look very differently but widows, all of those things that we've done in our lives, we're...