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Financial Topics for Women
Social Security After Divorce: What Women Need to Know Before They Claim
Social Security after divorce is more complicated than many women realize. Learn what to review before you claim.
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Three Things Worth Your Attention | April 16, 2026
Three thoughtful reads on retirement spending, estate planning, and family money conversations, plus why each one matters.
Retirement Planning
When to Claim Social Security: How to Think About 62, FRA, and 70
When to claim Social Security is about more than age alone. Learn what to consider before choosing 62, FRA, or ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work