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IF YOU’RE FINANCIALLY SAVVY, YOU LIKELY PRIDE YOURSELF ON HAVING YOUR DUCKS ALL LINED UP IN A NICE, TIDY ROW. Rainy day savings? Check....

I don’t know the answer for everyone, but I can share what has been my experience as a woman in financial services. I’ve been in the...

We have all heard the statistics – women now make up more than 50% of the US population1 and are making 80% of the purchasing decisions...

Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...

As we strive to grow and develop a successful career, oftentimes our minds go to asking what we need to “add” to ourselves to be...

Times like these reinforce how much relationships matter. The power of an understanding ear, reaching out to simply check-in on...

If you look back over the course of history, you’ll see that America was built off the success of small businesses. The expansion of our...

The pandemic has been a wake-up call for many to reevaluate their finances, according to a recent Life Happens survey. And for women,...

Teaching history during a pandemic is very difficult, especially in an elementary school where math and English language arts are the top...

And 4 Tips on How It Works… When our kids were little, we purchased life insurance policies for each of them. While it wasn’t a purchase...

“Brittany is bossy” was common feedback at the parent teacher conferences when I was a child. Second to that was, “Brittany is quite a...

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

Many years ago, actually about 14 years ago, I received a letter in the mail (yes, an old fashioned, handwritten note). It was from my...

I remember when I got my first job out of college, and my starting salary was $30,000. I felt rich! It was the first time in my life...

It’s that time of year when that dreaded condition takes hold. Its grip is relentless and spreads faster than a measles outbreak at a...

I put it off. Thought about it. Put it off some more. Entered and won a free lunch and financial planning session that left me with...

Who do you know that isn’t trying to lose weight, exercise more, or reduce their stress level? What does financial fitness have to do...

How could this happen? I’m looking in the mirror through the eyes of a youthful 22 year old. Mentally I am still at the beginning of my...

Steve Jobs said, “You can’t connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the...