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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.

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Diane Visits Engaging Minds with Dr. G

Diane Visits Engaging Minds with Dr. G

Two nights before Christmas, a financial advisor, a psychologist, and a nutrition educator walked into a radio studio....

Two nights before Christmas, a financial advisor, a psychologist, and a nutrition educator walked into a radio studio....

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Dr. G: Engaging Minds

Get Ready to Take Action

Get Ready to Take Action

Dreams Don’t Work Unless You Do Are you ready? I’ve met all kinds of people over the years, at all ages and stages — and all different kinds of “ready”. Are you ready to embrace your new life? Keep reading… You could be closer than you think! Which one of these sounds like you?

Dreams Don’t Work Unless You Do Are you ready? I’ve met all kinds of people over the years, at all ages and stages — and all different kinds of “ready”. Are you ready to embrace your new life? Keep reading… You could be closer than you think! Which one of these sounds like you?

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Time for Action

Year-End Tax Planning: You Still Have Time!

Year-End Tax Planning: You Still Have Time!

Five Ways—Plus One—to Minimize Your Tax Burden Before Year-End This has been a year of great change... And I’m just not referring to the economy or the stock and bond markets. This was first year of the TCJA (Tax Cut and Jobs Act). And while we pretty much know what the terms are, no one will really understand the impact it will have on their taxes until they're filed next year.

Five Ways—Plus One—to Minimize Your Tax Burden Before Year-End This has been a year of great change... And I’m just not referring to the economy or the stock and bond markets. This was first year of the TCJA (Tax Cut and Jobs Act). And while we pretty much know what the terms are, no one will really understand the impact it will have on their taxes until they're filed next year.

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Tax Form

Lead with Courage & Confidence

Lead with Courage & Confidence

There are so many characteristics of good leader. We know courage and confidence are key. How can we be the best leaders possible? How do we increase our courage and expand our confidence? Dr. Lois P. Frankel joins us to help us reflect on our past leadership goals and plan for the coming year.

There are so many characteristics of good leader. We know courage and confidence are key. How can we be the best leaders possible? How do we increase our courage and expand our confidence? Dr. Lois P. Frankel joins us to help us reflect on our past leadership goals and plan for the coming year.

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Dr. Lois P. Frankel

Cover Your Digital Assets!

Cover Your Digital Assets!

Most of us have parts of our lives online in some capacity. Do you check your bank account and credit cards online? Do you have any kind of social media presence? Do you have an account with Amazon.com or another online vendor? What happens to these assets if you become incapacitated, or when you die?

Most of us have parts of our lives online in some capacity. Do you check your bank account and credit cards online? Do you have any kind of social media presence? Do you have an account with Amazon.com or another online vendor? What happens to these assets if you become incapacitated, or when you die?

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Protecting your digital assets