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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...

There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more...

Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are...

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...

Last winter when I brought my 1993 Toyota Camry in for its annual inspection, it passed, but just barely. I was told it would make it...

During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no...

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...

Integrating financial services into your practice can help broaden and expand your client base and profitability. Source: NLG The top...

My experience has been that 90% of bottom line profits for CPA firms are earned between January 1 and April 15. From May to December,...

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...