What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
5 Tips for Educating Kids About Money
By: Allison Pearson Talking about money is difficult for most of us. Sometimes, talking about money to a family member is even more difficult. Teach your kids about money and family finances early. Growing up, I was fortunate to have parents who prioritized my...
Buy vs Rent: First time home buyers
Are you considering buying a home? Is being a home-owner a goal of yours? This webinar is designed for first-time home buyers to consider buying vs renting, but anyone that is thinking about buying a home will benefit from this presentation. We will go through some...
Five Strategies for Befriending Uncertainty
By: Laura BergerEvery rung I climbed on the corporate ladder was giving my ego the success it so craved. But there was one glaring problem: I wasn’t truly fulfilled. Compelled to reevaluate my life and career, I asked myself the all-important question: What truly...
My Self-Employment Success Story: How I Quit Corporate To Work for Myself
By: Jill Beirne Davi Since paying off $30,000 six years ago, I still use credit sparingly, and I didn’t take out any loans to fund the start-up of my business. Instead, I created a separate savings account called “Investments” to...
How Imbalanced Hormones can Complicate Losing those Last Few Pounds, & How to Treat Naturally
Losing weight can seem like an uphill battle, and unfortunately, it's not you- it really is! Weight is its own endocrine organ throwing an extra wrench into messing with our hormones at any age, and any other general health concerns further makes our body really want...
Worried About a Market Downturn? These 3 Yoga Principals Can Help
By: Manisha Thakor, CFP®, CFAThe late economist Hyman Minsky observed that cycles of risk-taking follow a consistent pattern. He found that stability and absence of crises encourage risk-taking, complacency, and lowered awareness to the possibility of problems...
Want To Crisis-Proof Your Managers? Start With Your Relationship
By: Raleigh Mayer"I was wrong.""Thank you.""I need your help."How often do you hear (or say) those words at work?As a manager, you are expected to have full command of technical abilities, operational expertise and strategic goal-setting. But are you equally...
Protecting Your Income – Disability Insurance
The ability to earn an income is often a person's most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available to...
The Importance of Leaning In with Clients
By: Marguerita M. Cheng As the daughter of a Chinese father and American-born mother, I have been exposed to many different stereotypes in the US, Europe, and Asia. I also grew up taking in mixed messages about what it means to be a successful, professional woman....
The ‘stretch’ option for maximizing IRAs
By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...
Downsizing in Retirement
By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....
3 Proven Sales Funnels for Booking More Clients Consistently (even if you don’t have a big email list!)
During this Live Interactive Workshop, you will discover: How to position yourself as an expert AND turn it into SALES (without hanging out tirelessly in Facebook groups) How to bring warm leads into your business and have them book you for your sales calls How I land...
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