Modern Money
The digital age has changed the way we manage our finances. Our newsletter provides relevant, up to date information, and expert insights for women in tech and retirees. Learn how to stay financially savvy, and make smart financial decisions.
⚕️Health Care and Your Retirement
Join us at our upcoming workshop, "Health Care and Your Retirement." This event is geared towards empowering you with the knowledge needed to make informed decisions about healthcare expenses in retirement.
🗠MIDYEAR OUTLOOK 2023
LPL Research Midyear Outlook 2023: The Path Toward Stability delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.
Book Free Intro Call
We're excited to chat with you. We'll discuss your current situation and how we can help you achieve your goals. We'll also share information about our services and team.