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New Year, New You: Strategies to Improve Your Finances in the New Year and Beyond

Derenda King, CFP®/CDFA®

Published January 14, 2021

New Year, New You: Strategies to Improve Your Finances in the New Year and Beyond

Derenda King, CFP®/CDFA®

Published January 14, 2021

The new year is typically a powerful time to reflect on how you want to shift things and/or make positive changes in your life. For some of you, that could mean eating healthier, working out, paying down debt, or developing new financial habits.

The new year is typically a powerful time to reflect on how you want to shift things and/or make positive changes in your life. For some of you, that could mean eating healthier, working out, paying down debt, or developing new financial habits.

Business woman standing and using cell phone

5 things To Know About End-of-Year Giving

Diane Manuel

Published December 15, 2020

5 things To Know About End-of-Year Giving

Diane Manuel

Published December 15, 2020

One of the best things in life is giving. Just as you plan for prosperity “on purpose,” plan for prosperity “with purpose.” You may be inundated right now with end-of-year requests for giving. Here are five things to know as you think about year-end philanthropy.

One of the best things in life is giving. Just as you plan for prosperity “on purpose,” plan for prosperity “with purpose.” You may be inundated right now with end-of-year requests for giving. Here are five things to know as you think about year-end philanthropy.

Happy Holidays, image by Tamara Menxi on Unsplash

Como usar el dinero con consciencia

Millú Ramirez, CFP®

Published November 23, 2020

Como usar el dinero con consciencia

Millú Ramirez, CFP®

Published November 23, 2020

Como resultado de la pandemia COVID-19, estamos pasando mucho más tiempo de vigilia en casa. Así como yo, muchos de ustedes han estado trabajando remotamente ¡durante meses! Hemos perdido nuestras horas felices, redes y conexiones de trabajo, amigos del gimnasio, y la interacción humana que anhelamos—¡y necesitamos!

Como resultado de la pandemia COVID-19, estamos pasando mucho más tiempo de vigilia en casa. Así como yo, muchos de ustedes han estado trabajando remotamente ¡durante meses! Hemos perdido nuestras horas felices, redes y conexiones de trabajo, amigos del gimnasio, y la interacción humana que anhelamos—¡y necesitamos!

Woman's hands holding coins and a slip of paper that says "Make a Change"

November is National Scholarship Month

Derenda King, CFP®/CDFA®

Published November 16, 2020

November is National Scholarship Month

Derenda King, CFP®/CDFA®

Published November 16, 2020

Happy National Scholarship Month! The National Scholarship Providers Association has chosen the month of November to be a time to raise awareness about scholarship opportunities for current and future college students.

Happy National Scholarship Month! The National Scholarship Providers Association has chosen the month of November to be a time to raise awareness about scholarship opportunities for current and future college students.

Scholarship word cloud

Live webinars return in 2021

Urban Wealth Management

Published November 12, 2020

Live webinars return in 2021

Urban Wealth Management

Published November 12, 2020

We are pleased to announce that we are bringing back our popular live Smart Women/Savvy Money webinars in 2021!

We are pleased to announce that we are bringing back our popular live Smart Women/Savvy Money webinars in 2021!

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