05/09/2025
We understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals.
Holistic Financial Planning™
Taking Control
We understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals.
05/05/2025
Time for a Wellness check?
Holistic Financial Planning™
Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.
05/05/2025
Are you financially organized?
Personal Financial Website Overview
Learn more about the features available on your personal financial website.
04/25/2025
Would you like to receive , , for college? 💰
Some students are fighting to stay in college after the FAFSA delayed financial aid
Students had to make all kinds of decisions about college before knowing how much financial aid they would get. Now, some are scrambling to stay in school.
04/21/2025
College financial aid appeals generate more $$$$ 65% of the time. 💰
College Financial Aid: The Art Of The Appeal
To help unpack the financial aid appeal process, I assembled a team of experts to answer the most common questions.
04/11/2025
is supposed to open late again this year (12.1.24)
Glitches still riddle FAFSA as new application cycle approaches
DES MOINES, Iowa — Experts say this year’s FAFSA application cycle may be another stressful one. Last year, the Department of Education released a new FAFSA application with the goal of…
04/11/2025
Major Changes to
Here's What You Need to Know As You Fill Out The New FAFSA
After a complicated and delayed launch last year, the Department of Education released the 2024-25 Free Application for Federal Student Aid (FAFSA) application earlier than planned this year.
04/03/2025
Car insurance is up almost 20% from one year ago.
How to help high-net-worth clients save on soaring insurance costs
A HUB International strategist offers tips for reducing skyrocketing insurance bills.
04/03/2025
Most people don’t have a simple will. A holographic will (handwritten) is legal in many states 🛫
The Timeless Gift of Ethical Wills
An ethical will can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.
03/30/2025
What's the Future of FAFSA and Financial Aid if the Department of Education Closes?
President Trump wants to shift federal student aid to the Small Business Administration, but experts say it's not that simple.