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Estate Planning
Healthcare
Investing
Retirement Mindset
Social Security
Tax Planning
Women & Life Transitions
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Women & Life Transitions
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GPS, map, or compass
What getting lost in Atlanta taught me about retirement
Sep 30
3
My husband wants a divorce
A financial starter guide for women facing divorce
Sep 23
3
The widow’s tax surprise
A tax increase you might not expect
Sep 16
2
2
Wrong, but useful
The difference between an accurate plan and a useful one
Sep 9
2
2
1
The Frugality Trap
Why the habit that built your wealth won't let you spend it
Sep 2
2
4
Chasing the wrong number
Why a higher probability of success score leads to a higher probability of regret
Aug 19
1
1
My client's recent check fraud experience
And steps you can take to protect your financial privacy
Aug 12
2
6
1
The permission you were never given
And what happens when you finally take it
Jul 22
2
The stranger you're planning for
Your plan was built for someone you used to be
Jul 8
3
A number is not a plan
The question most financial advisors never ask
Jul 1
1
What you bring into the meeting
Most planning conversations start with the portfolio. Yours probably shouldn’t.
Jun 24
1
The portfolio you’re not managing
Why your second retirement portfolio matters more than your first
Jun 10
2
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