Sue, Gayle and I are currently in Colorado for the Socially Responsible Investing Conference, and there have been a number of interesting speakers. They have presented on a variety of topics related to our industry, and it has been really nice to be surrounded by...
As my #FinancialFitness2018 journey continues, I have been giving consideration to one of the most important aspects of my financial life; my income. As a single mom with two daughters, it is obviously critical to our financial well-being. What if something happened...
Alright, everyone! It is April, and I am still plugging away at my New Year’s Resolution! Maybe I’ll be done before I have to set a new one for 2019 ?? The topic for this week (and possibly next week if I’m not done) is Disability Insurance. I know, I know. You were...
Rolling Over While I do not typically find that I fit the stereotype of the Millennial generation, there is one aspect of it that I identify with. Before I settled into my career as a financial advisor I worked for a few different employers. Each of those companies...
As we try to process the latest mass shooting in our country, with 17 high school students gunned down while attending school, many of us are asking what we can do to take action. I have found myself frustrated with the options available to me. I do the things that I...
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