Insights

Proper Financial Planning: Critical for Women

A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more…..

How to Strike a Work-Life Balance: Tips for Teachers in Stressful Times

Teachers don't just punch a time clock and log hours at their jobs. Instead, they invest a lot of time and make a significant emotional commitment to shaping the lives…..

Everything You Need to Know About Equal Pay Day

Equal Pay Day is dedicated to symbolizing and raising awareness of the gender pay gap in most countries throughout the world.[1] The first year of observation was 1996 and was…..

What Should Women Entrepreneurs Know About Small Business Grants?

One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years…..

Retirement Planning for Teachers and Public School Workers

The ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they leave their jobs. Many public school workers, in different positions,…..

What Should Women Entrepreneurs Do to Thrive in the COVID Era?

What Should Women Entrepreneurs Do to Thrive in the COVID Era?   With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and…..

Your Estate Planning Checklist To Protect Your Loved Ones

By Pamela Zedick, CFP® Did you know that estate planning isn’t just for the wealthy? Estate planning is important for anyone with assets, including checking and savings accounts, real estate…..

Why I Became A Financial Advisor

By Pamela Zedick, CFP® Like most things in life, my path to becoming a financial advisor had plenty of twists and turns. I knew I wanted a career in finance…..

What’s Your Long-Term Care Plan?

Pamela Zedick, CFP® There are a lot of things you don’t want to gamble with in life, like your retirement savings, your income, or your health. Unfortunately, many Americans take…..