Recent Articles

Category: Women and Wealth

Financial Planning, Women and Wealth

Wine, Women, & Wealth… Glass Seven: Stock Up?

by Amy Lawson MBA, CDFA®

Welcome back! Whether you are leveraging technology to track your spending or…

read more
Financial Planning, Women and Wealth

Wine, Women & Wealth… Glass Six: Live Within or Go Without

by Amy Lawson MBA, CDFA®

Welcome back! Do you realize we are getting ready to share our…

read more
Financial Planning, Women and Wealth

Wine, Women, & Wealth… Glass Five: (Hey Debt) You Better Think, (think), Think About What You Are Trying to Do to Me!

by Amy Lawson MBA, CDFA®

Hey there! Managing debt is a tough subject.  It’s tough to hear…

read more