Category Archives: In The News

7 Financial Experts Share Their 2024 New Year’s Resolutions

It’s not everyday that your financial advisor will tell you to spend money, but that...

How To Improve Your Financial Wellness In The New Year

The New Year is a perfect time to get a fresh start on your finances!...

Gen X: The Ultimate Sandwich Generation

We know that all you Gen Xers out there feel you are on the wrong...

Mari Pursuing Advanced Graduate Training in Financial Therapy

Fall 2023 🍁 means back to school time! Proud to say I’ve started graduate classes...

Mentoring the NextGen of Women in Finance Through Invest in Girls

Proud to support Invest in Girls (A Program of CEE) and help mentor young women...

7 Tips For Saving Money This Summer

Summer is time to relax, travel, and enjoy the good life. But how to do...

It’s Not Too Late To Save For Retirement

Feeling behind the eight-ball when it comes to saving for retirement? Many Americans do. But...

3 Quick Tips To Help Find Financial Security By Age 30

“The steps you take in your 20s can set you on a path toward financial...

Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to...

Six Tips For Making Marriage Work After Age 50

Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s...