Broker Check

Blog

Tuesday, April 14, 2026

As a female CFP®, I have sat across the table from many women in the early days after a divorce. Some feel empowered. Some feel overwhelmed. Most feel both.Divorce is emotional, but it is also one of the most significant financial...

Friday, September 26, 2025

Planning for maternity leave isn’t just about packing a hospital bag or researching strollers. It’s also about making sure your finances are ready for this big life change. As both a financial planner and a mom, I know firsthand how...

Friday, September 19, 2025

When couples decide to share their lives, the question of combining finances often comes up—sometimes naturally, other times awkwardly. As a financial planner and a married woman myself, I’ve seen the full spectrum: couples who merge...

Friday, August 29, 2025

Let’s be honest: the word “budget” doesn’t exactly spark joy for most people—especially when life already feels full. But here’s a truth that might surprise you: budgeting isn’t about restriction—it’s about liberation.

Friday, August 15, 2025

When it comes to saving for retirement, women face a unique set of financial challenges—and yet, they also have powerful tools to overcome them. Whether you’re just starting your career, balancing work and family, or thinking about...

Show All

Friday, August 1, 2025

Divorce is not only an emotional process—it’s also a significant financial event. From dividing assets to determining support obligations, there are many moving parts. One critical yet often overlooked component is life insurance.