Financial Resources

Articles

Retirement changes many aspects of your life including how much you spend, and which expenses consume your budget.

Our founder, Tami McDonald, shares some exciting personal and professional changes in 2023 from our company and our team.

These four financial concerns are the most common scenarios women believe will prevent them from reaching financial success.

There are an abundance of financial tips and tricks available online and from loved ones, but some need to be challenged.

Financial Fingerprint™ is a unique wealth management plan that is quick to assemble, easy to understand, and simple to modify.

Financial planning is all about the 3 e’s: establishing your goals, educating you about options, and encouraging your choices.

Widows face unique financial planning challenges which often include lower income, higher taxes, and changing investment needs.

Social Security spousal benefits provide guaranteed retirement income for those who did not work or earned less than their spouse.

There are many things women should learn about a potential financial advisor. These five questions will get straight to the point.