Image
Single red rose against a blurred garden background

Women Living Through Transition

Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.

Select a Topic

Social Security Tips to Know Before You Apply

Social Security Tips to Know Before You Apply

As you know, the population of the United States has been paying Social Security taxes for the majority of people’s working years. Unfortunately, despite this long-term commitment, few people have a solid understanding about their best strategies when it comes to applying for Social Security benefits.

As you know, the population of the United States has been paying Social Security taxes for the majority of people’s working years. Unfortunately, despite this long-term commitment, few people have a solid understanding about their best strategies when it comes to applying for Social Security benefits.

Image
Couple sitting together working online

Life in a Box

Life in a Box

Wouldn’t it be great if you could get all the different pieces of your financial life together in one box? We can do that.

Wouldn’t it be great if you could get all the different pieces of your financial life together in one box? We can do that.

Image

Goals

Goals

We all know goals are important, but sometimes it's hard to know how to set financial goals that are realistic, clear, and achievable. Our process can help you figure out what you want—and how to get there.

We all know goals are important, but sometimes it's hard to know how to set financial goals that are realistic, clear, and achievable. Our process can help you figure out what you want—and how to get there.

Image

Top 5 Ways to Motivate Yourself to Save Money

Top 5 Ways to Motivate Yourself to Save Money

It’s time to talk about the “S” word. No, not spending. I think we all have a pretty clear idea of how to spend; we don’t tend to need too much motivation for that activity! Saving is usually another story.

It’s time to talk about the “S” word. No, not spending. I think we all have a pretty clear idea of how to spend; we don’t tend to need too much motivation for that activity! Saving is usually another story.

Image

Mid-Year Vision Board Playshop

Mid-Year Vision Board Playshop

Ready to make the next 6 months your best? Top Latina speaker Deborah Deras explains the power of vision boarding to help you clarify your desires and start manifesting your dreams.

Ready to make the next 6 months your best? Top Latina speaker Deborah Deras explains the power of vision boarding to help you clarify your desires and start manifesting your dreams.

Image