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Wednesday, April 10, 2019

We’ve all been at a dinner party when someone asks, “What do you do?”. When I say I am a financial planner, it is quickly followed by, “What does that mean?”. I learned my assumption that people knew...

 

Thursday, March 21, 2019

The handicap women face when it comes to financial decision-making and ownership is a century’s old culture that perpetuates serious long-term affects not only on women’s financial abilities but also on their confidence as...

 

Friday, March 15, 2019

VIDEO: Million Women Rising

 

Thursday, February 14, 2019

It’s that time of year, couples are getting engaged, wedding season is around the corner, and parents of the happy couples are scrambling to make sure the wedding goes off without a hitch. We are doing the same in my family as my...

 

Thursday, January 31, 2019

The last of my 3-part series on Laws of Money Wellness is about your future. LAW 16 – Your spouse’s goals should not be yours Having one spouse own/manage all savings/investing accounts while the other spouse is detached...

 

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Wednesday, January 16, 2019

LAWS OF MONEY WELLNESS PART II: MONEY MINDSET Money wellness is a symptom of your thoughts. Setting financial goals, investing and having money of your own is for everyone. LAW 10 – Be present Distraction: Believing your past and...

 

Friday, January 11, 2019

20 Laws of Money Wellness Overcoming distractions that stand between you and money goals A three part series Money wellness is a lifelong pursuit. This article is written to help you launch your money lifestyle using coaching...

 

Thursday, January 10, 2019

VIDEO: Level up in the new year

 

Thursday, December 21, 2017

Many founding owners are so skilled at building a company, delivering incredible service, hiring key personnel and growing the enterprise that the succession plan becomes illusive. The lack of focus in this area is apparent in national...

 

Friday, December 8, 2017

President and CEO of Brennan Wealth Advisors Michelle Brennan Hall talked with Marcus Moore at‪ ‎WFAA‬ about the pros and cons of ‪401Ks‬.

 

Friday, December 8, 2017

A forward thinking company with a strong female initiative, The Beck Group joined for its monthly Women In Leadership Development (WILD attended by women and men) to learn why it's so important to involve women in major financial...

 

Friday, December 8, 2017

Running a company and being an excellent operator does not always translate to being smart about personal wealth. Here are the most costly retirement hazards of executives and business owners and smart ways to combat them....