Why invest? Do you invest to achieve goals or to beat the market? If you listen to much of the financial media, you probably think you should strive
Podcast: Special Appearance [Stocks for Beginners]
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed both good and bad financial role
The Motherhood Penalty
The motherhood penalty refers to the career penalty women face after having a child. It can affect wages, the ability to get hired, workplace
Apprise’s Five Favorite Reads for the Week of April 17, 2022
Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision
Should I Complete a 401k Rollover?
It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have
Experiences Matter
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their
Designating Trusted Contacts and Naming Beneficiaries
Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather
Apprise’s Five Favorite Reads for the Week of February 13, 2022
Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also