Blog

Considering retiring in 2025? Now’s the time to review your resources and develop a strategy to use them effectively to support your desired lifestyle.

On Wednesday, March 12, 2025, we hosted our first-ever Indianapolis-based Women’s Financial Book Club. It was a brave new beginning to connect with women in a new geographic location.

What would you do if you won the lottery? Well you can't win if you don't play. The motivation to gamble and play the lottery varies, and most of the time, it's just for fun. But sometimes the desire for quick riches turns into big-time losses.

This checklist covers key issues to consider during your move, including cash flow, establishing residency, taxes, and health care.

Moving soon? Here's a comprehensive checklist to help you remember all the places to change your address to avoid missing any crucial updates.

A review of 1st quarter global market returns.

The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.

Celebrate Women's History Month with us as we spotlight three trailblazing women in the finance industry. These pioneers led through strategic planning and bold leadership.

Read insights discussed from "Die With Zero" by Bill Perkins during the Winter 2025 Women's Financial "Book" Club in Bloomington, Indiana. Discussion questions available for download.

As we navigate the uncertainties of the 2025 stock market, let us recall 2020. Learn how to replace emotions and cognitive blind spots with an investment philosophy for long-term success.