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Empowering Women: A Financial Journey to Independence
In this blog post, we'll explore the importance of personal finance and financial planning for women.
Rachel Birse
Oct 10, 20244 min read


Untangling Employer Benefits
In this article, I break down some of the most common employer benefit savings programs that go beyond just your salary.
Jacqueline Ozdemir, MBA, CFA
Oct 3, 20249 min read


What are Financial Professionals teaching their kids about money?
I thought it might be helpful to share some important money lessons that I’ve learned and that I’m teaching my kids.
Tara Tennant
Sep 26, 20248 min read


"I Do" Without Debt: Savvy Tips for a Fabulous, Budget Friendly Wedding
I’m here to share what I’ve learned about the relationship between money and wedding planning while I’m in the midst of planning my own.
Rachel Birse
Jun 27, 20245 min read


Money in your Relationships Untangled
Money, when managed correctly, can make your relationship stronger, but it can also tear your relationship apart.
Laura Southall
Apr 18, 20245 min read


Building Financial Resiliency
If there’s one thing I’m intimately familiar with, it’s feeling the regret of a bad financial decision.
Tara Tennant
Mar 28, 20249 min read
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