Bridget Handke, CFP®, CAP®
May 8, 2019 2:57:25 PM

When I was younger, I felt that focusing on money and finances, like how much I made or what new gadget I could afford, was a bit egotistical. I...

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Kay Kramer
Mar 27, 2019 11:00:00 AM

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

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Dana Brewer, CFP®
Mar 13, 2019 9:49:58 AM

While money can often be a stressor in our lives, women often report higher stress levels than men. We all have plenty to stress about from our jobs,...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Dec 6, 2018 11:20:40 AM

Remember the first time you met your partner and had many in depth conversations about each other? What’s your favorite food? What’s your favorite...

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Kay Kramer
Oct 3, 2018 7:20:00 AM

As a woman financial advisor in an overwhelming male profession, I find the recent emphasis on women empowerment funds or gender lens investing is...

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Bridget Handke, CFP®, CAP®
Jul 18, 2018 10:25:00 AM

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...

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Dana Brewer, CFP®
Jun 20, 2018 11:33:00 AM

Much has been written about the traditional sandwich generation, a generation of people responsible for bringing up their own children and for the...

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Steve Dixon, CFA® CSRIC®
May 16, 2018 11:23:00 AM

Gender equality in the workforce is not a new topic, but one that requires persistent discussion and influence in an effort to close the gap that...

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Bridget Handke, CFP®, CAP®
Apr 18, 2018 11:36:00 AM

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...

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Bridget Handke, CFP®, CAP®
Apr 4, 2018 10:40:00 AM

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...

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