Navigating the complexities of Social Security benefits can be challenging, especially when it comes to divorced-spouse benefits. Recent discussions have
As we embrace Financial Literacy Month this April, it's imperative to shine a spotlight on a crucial yet often overlooked aspect of wealth management in
I'm excited to share with you that I have been named a 2024 Forbes Top Best-in-State Wealth Advisor for Texas. You can check out the full list here.
This
Being a single mom is a journey filled with unique challenges, one of which is learning how to equip your children with the tools they need to navigate their
When it comes to affluent families, the importance of financial literacy across generations cannot be overstated. As a financial advisor with over 20 years of
Financial planning is a universal necessity for both men and women. However, it's crucial to recognize that women often navigate a distinct set of challenges in
In my over 20 years as a financial advisor working with affluent clients in Houston, I have witnessed firsthand the unique challenges and opportunities these
Unfortunately, certain negative myths about women investors persist, shaping perceptions and often positioning us as women to be under-served in the financial
When working with affluent families, the significance of collaborative financial decision-making cannot be overstated. And as we commemorate Women's History
As we enter February and embrace this month of love, I want to delve into a topic close to the heart – managing wealth as a couple.
When making decisions about