**Event announcement** Impact Investing 101: How to invest any amount of money with purpose

Join us on Thursday, June 7th for Impact Investing 101: How to invest any amount of money with purpose! As a consumer your purchases have huge implications on the world around you. Did you [...]

5 tax tips for the newly engaged couple and their CPA

I’m getting married in June, and for me, wedding planning has been relatively simple and drama-free. I’ve buttoned up the budget, signed every contract, booked travel and have a final [...]

Needed now: female financial planners

Mind-blowing. That is the word that pops in my head whenever I see the statistics on women needing financial planning and the corresponding number of women planners available to provide those [...]

College grads: How to save for retirement when you can barely pay your rent

Graduated from college. ✓ Got a good job. ✓ Started saving for retirement. WHAT?! I know what you‘re likely thinking: “I have plenty of time to save! Why would I start [...]

A Mother’s Day wish list

Mother’s Day is a time when everyone comes together to celebrate the women who gave us life. It’s an opportunity for us to show our appreciation for the love, advice and support these [...]

Kentucky Derby – it’s more than just the hats

It’s that time of year again. The Kentucky Derby is back, and people from all over the world are coming together to watch the race. It’s an exciting (and expensive) day. Ten [...]