facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Source

For Industry Insight and Fresh Life Perspective

 New Opportunities for LGBTQ+ Business Owners  Thumbnail

New Opportunities for LGBTQ+ Business Owners

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce (NGLCC). Such certification might provide your business with additional opportunities to compete for large contracts from national and local businesses.

Read More
4 Financial Aid Resources for LGBTQ+ Students   Thumbnail

4 Financial Aid Resources for LGBTQ+ Students

While those in the LGBTQ+ community have previously struggled to pursue higher education, there are now many financial aid opportunities to consider. With college expenses continually rising year after year, having financial aid to cover costs is necessary.

Read More
The Importance of Retirement Planning for the LGBTQ+ Community Thumbnail

The Importance of Retirement Planning for the LGBTQ+ Community

Even though same-sex marriage has been legal throughout the U.S. for nearly a decade, members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future. Some may still face discrimination in the workplace or when looking for housing—and sometimes, even from their own families...

Read More
Financial Planning for Working Moms Thumbnail

Financial Planning for Working Moms

Historically, working mothers have had even higher ambitions in the workforce than working women in general. This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances. What should working moms know about financial planning, and what steps can they take to help their family work towards a confident financial future? Here are five financial planning tips for working moms.

Read More
Balancing Work and Family  Thumbnail

Balancing Work and Family

Achieving a balance between work and family is a highly personal endeavor. There is no magic formula, and what works for one family may not work for another. It takes planning and resolve, and you'll need to make choices along the way that align with what's important to you. As you think about your own plan to balance work and family, here are some things you might consider.

Read More
4 Financial Self-Care Tips for Women   Thumbnail

4 Financial Self-Care Tips for Women

When it comes to financial management, women face unique challenges over their male counterparts. Less than a quarter of the adult female population feel they received sufficient preparation from their parents concerning financial matters. This lack of preparation has left many women struggling to handle their financial future. Women need to take control of their financial independence.

Read More
Mother Knows Best: 6 Small Business Lessons We Learned From Our Moms   Thumbnail

Mother Knows Best: 6 Small Business Lessons We Learned From Our Moms

Mothers are our teachers, starting from the time we are born and lasting throughout our lives. They have a role in teaching us how to be good people, take care of ourselves, and even be a success in the business world. Many small business owners are able to take the lessons they learned from their mothers and translate them into how they run their careers and business.

Read More
Your Planning Process, Tips for Remarrying, and Allocating Your Assets Thumbnail

Your Planning Process, Tips for Remarrying, and Allocating Your Assets

Traditionally, women have been the caretakers of both the older and younger generations of their families. But who will help you when you require assistance? Even though younger family members may be more than willing to help, the costs of health care often exceed the amount of disposable income available to the average family. Perhaps, women and their family members need to look toward the future and start their personal planning process.

Read More
Divorce and Social Security Thumbnail

Divorce and Social Security

After a divorce, you can claim retirement benefits based on your own earnings record (if you have been employed and have accumulated enough credits over the years), or you can claim benefits based on your ex-spouse's earnings record (whether or not you ever worked), provided that certain requirements are met.

Read More