Search Results for: individual firm
Money Talks: How to Handle Nosy Relatives Without Losing Your Cool
Ah, family gatherings – a delightful mix of love, laughter, and... unsolicited financial advice? If you've ever found yourself dodging probing questions about your bank account balance or investment portfolio at the dinner table, you're not alone. In fact, my Mom is regularly asking me how much I make or have saved as if deciding…
Conscious Love: Embracing My True Self and Guiding Parents on Supporting Transgender Children
My journey to self-realization and identity affirmation has been a path illuminated by conscious love – first coming out as a lesbian at age 14, and then as transgender at age 49. These milestones in my life weren't just about revealing who I am but also about the profound understanding and acceptance I sought, particularly…
The 6 Financial Habits Of Mentally Strong People for Year-End Planning
As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.
Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?
Navigating Common Breastfeeding Concerns During the Uncertainty of a Pandemic
Breastfeeding can be complicated and difficult enough during “normal” times. However, new mothers’ concerns become magnified during a pandemic when in-person resources, like local breastfeeding classes, are not as available. As a certified lactation consultant, I’m here to help by sharing answers to the most common breastfeeding questions and concerns I receive from clients and…
How To Network And Increase Your Social Capital
The current economic climate is having a significant impact on women. The industries hardest hit by furloughs and layoffs – hospitality & tourism, education, and service jobs, were staffed predominately by women. Many of whom are working moms, supporting multi-generational family members while balancing work and motherhood. For all of us, navigating this challenging economic…