Woody Honored as a 2019 Leader in Diversity!
Congratulations to Woody for being named a 2019 Leader in Diversity by the Baltimore Business Journal (BBJ). This year the Baltimore Business Journal selected eleven people who have made an impact with diversity and inclusiveness in the greater Baltimore area. Honorees helped promote diversity for people of various races, sexual orientations, gender identities, and people with disabilities. […]
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How Investing in your Health can lead to Greater Wealth
Our generations are fortunate enough to be educated on what to eat, what to avoid and know the importance of exercise and staying active. These are all actions to help us live longer. At the same time, advances in medicine to help extend our lives are being made. So, what does this have to do […]
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How To Survive the 2019 Tax Season
Tax prep is not something many people associate with joy or excitement but it is something that individuals and businesses must prepare for each year. Due to the recent 2019 tax overhaul, many people are even more worried and anxiety ridden about their tax returns. By being proactive, knowledgeable and prepared here are a few […]
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Women and Wealth Management
In the past, women were expected to get married, raise children, keep the house clean and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates and building long-term standing careers. Women have embraced their […]
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Financial New Year Resolutions
The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down the big goal into […]
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Year End Financial Checklist
The holidays are approaching, and it can be tough to find time to organize your financial life. While it seems so easy to push off your financial planning needs until the New Year or group them in as a New Year’s Resolution, there are several financial moves that can be made this year to allow […]
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Long-Term Care: What are my Options?
When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them or where to even begin to save for these kinds of future expenses. You’ve had discussions […]
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Making Saving a Regular Habit
We all know the basics of savings – spend less than you earn. But how can we get into the habit of putting that money away? There are so many methods and reasons to save but it is important to make sure you start. The first step is having a goal in mind for the […]
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Achieving Financial Independence
Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]
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10 Tips for Boosting Your Financial Literacy
You’ve probably been told at some point in your life that you are “book smart” or “street smart,” but have you ever been told that you are “money smart”? Being “money smart” means that you are financially literate – or you possess the necessary skills to manage your money and make intelligent, logical decisions regarding […]
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