Category Archives: Written
Emotional Resilience
My apologies for the “imperfect” photo Samantha Arsenault Livingstone, OLY, but you gave an amazing...
Sep
Is It OK To Not Know What’s In Your 401k?
How many people really know what’s in their 401(k)? Not many, according to CNBC, finding...
Sep
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...
Aug
Strong Dollar Makes This A Great Time to Travel
If you have travel plans in the next few months, lucky you! You will likely...
Mar
Learning About Money One Day at a Time
When I bought my first home at 28, I had to ask my big brother...
Jan
Ask Mari: Will Switching To Part-Time Work Hurt My Social Security Benefits?
One of our clients asked a great question that other day as we met to...
Oct
Ask Mari: Will IRA Required Minimum Withdrawals Be Waived In 2022?
Here’s a question we received from Carol, one of our blog readers. Great question, Carol!...
Jun
Florida Alimony Changes Vetoed Again By Governor
Floridians on both sides of the issue have been anxiously watching alimony reform bill SB1769...
Jul
Best College Planning Strategies For The COVID Era
Thank you to the Financial Planning Association of Central Florida for the invitation to speak...
Feb
Women Edge Out Men When It Comes To Investment Returns
Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment...
Nov
