December 2020 – TVW – Wisconsin Women

2020 was quite the year. We learned so much about ourselves and what we can and cannot control.

What are the ideas and attitudes we’re taking with us into the future, and how can a financial adviser help?

November 2020 – TVW – Talk Wisconsin

Some of our best investments aren’t financial vehicles.

Working with a financial adviser to manage your financial investments can free up your time to invest in what makes you feel most fulfilled.

May 2020 – TVW – Talk Wisconsin

You know what’s harder than saving up an emergency fund? Spending it.

Should you save and invest extra money, or use it to support the local economy? Both are great options, and it’s important for you to choose what’s right for you

April 2020 – TVW – Talk Wisconsin


What is the best way for YOU to use the stimulus checks from the government?

What is the importance of an emergency fund?

What are some things to think about when getting started?

April 2020 – TVW – Talk Wisconsin

Try to take a step back and review your finances, without judgment, to determine what is important to you.

Remember that even in times of stress and unease, keeping a routine can help things feel a little more normal.