May 2019 – TVW – Wisconsin Women

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What’s the scoop with robo-advisers?

What do you look for in an investment adviser?

Why find an investment adviser?

Cut through the jargon and find out what’s really going on with your money.

May 2019 – TVW – Talk Wisconsin

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Going through life transitions.

What are your expenses?

Getting through some of those pitfalls that come with transitions.

Remember to take a vacation!

April 2019 – TVW – Wisconsin Women

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Taking control of your finances.

Stop “shoulding” on yourself! Let’s help you move forward.

Getting you organized!

Let’s move forward together, because life isn’t a straight line.

April 2019 – TVW – Talk Wisconsin

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New tax laws, new results.

What to do with that tax refund.

Taking advantage of a work retirement plan.

Are there things you can do with your investments to reduce your tax liability?

March 2019 – TVW – Wisconsin Women

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Helping friends or family with finances.

How do you start the conversation?

What if they ask for a loan?

What if their needs are beyond your expertise?