THE GAPING HOLE IN YOUR FINANCIAL PLAN (AND HOW YOU CAN FIX IT)
IF YOU’RE FINANCIALLY SAVVY, YOU LIKELY PRIDE YOURSELF ON HAVING YOUR DUCKS ALL LINED UP IN A NICE, TIDY ROW. Rainy day savings? Check....
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WHAT DOES IT MEAN TO BE A WOMAN IN THE FINANCIAL SERVICES BUSINESS?
I don’t know the answer for everyone, but I can share what has been my experience as a woman in financial services. I’ve been in the...
CALLING ALL WOMEN – CONSIDER A CAREER IN FINANCIAL SERVICES
We have all heard the statistics – women now make up more than 50% of the US population1 and are making 80% of the purchasing decisions...
TAKING YOUR INSURANCE SALES TO THE NEXT LEVEL
There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more...
YOU’RE A LIFE INSURANCE AGENT NOW
Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are...
WHAT ARE YOUR BLIND SPOTS?
Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...
ADDITION BY SUBTRACTION
As we strive to grow and develop a successful career, oftentimes our minds go to asking what we need to “add” to ourselves to be...
HELP BUSINESS OWNER CLIENTS DRIVE TOWARD A SECURE FINANCIAL FUTURE
Last winter when I brought my 1993 Toyota Camry in for its annual inspection, it passed, but just barely. I was told it would make it...
CELEBRATING WOMEN TRAILBLAZERS
During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no...
DOING WORK THAT MATTERS
Times like these reinforce how much relationships matter. The power of an understanding ear, reaching out to simply check-in on...
SMALL BUSINESS IMPACT IS ANYTHING BUT SMALL
If you look back over the course of history, you’ll see that America was built off the success of small businesses. The expansion of our...
6 QUESTIONS WOMEN SHOULD BE ASKING ABOUT THEIR FINANCES RIGHT NOW…
The pandemic has been a wake-up call for many to reevaluate their finances, according to a recent Life Happens survey. And for women,...
LESSONS FROM LIFECHANGERS: HANDS-ON HISTORY HELPS HEAL
Teaching history during a pandemic is very difficult, especially in an elementary school where math and English language arts are the top...
WHY WE BOUGHT LIFE INSURANCE FOR OUR CHILDREN
And 4 Tips on How It Works… When our kids were little, we purchased life insurance policies for each of them. While it wasn’t a purchase...
“BOSSY” BRITTANY.
“Brittany is bossy” was common feedback at the parent teacher conferences when I was a child. Second to that was, “Brittany is quite a...
GROWING YOUR CPA PRACTICE
Integrating financial services into your practice can help broaden and expand your client base and profitability. Source: NLG The top...
HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME
My experience has been that 90% of bottom line profits for CPA firms are earned between January 1 and April 15. From May to December,...
DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY
The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...
WILL YOUR RETIREMENT INCOME LAST?
How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...
ETHICAL WILLS: SHARING HOPES AND DREAMS FOR THE FUTURE
Many years ago, actually about 14 years ago, I received a letter in the mail (yes, an old fashioned, handwritten note). It was from my...
US National Debt Clock : Real Time
Charting America’s Debt: $28 Trillion and Counting. Failing to plan is planning to fail!