My Journey: From Corporate Burnout to Financial Empowerment
My Journey:From Corporate Burnout to Financial Empowerment Find a Financial Advisor Written by Alana Santarelli You know that moment in a relationship when you realize, “This just isn’t working anymore”? Well, that’s exactly how I felt about my career. For years, I was stuck in a corporate role that sounded impressive and looked great on […]
My Journey: Surprise Inheritance, Advancing Financial Goals
My Journey:Coming Into Unexpected Wealth Find a Financial Advisor Written by Alana Santarelli When my grandfather passed away, it was a tough time for the whole family. While we were still coming to terms with his passing, we found out that he had left an inheritance for all of his grandchildren. It was a shock, […]
Financial Advisor When Changing Careers
How a Financial Advisor Can Help Navigate a Career Change Changing careers can be one of the most exciting—and financially stressful—decisions you make. Whether you’re pursuing a new passion, shifting to a different industry, or seeking more flexibility for better work-life balance, making a change comes with financial hurdles like adjusting for income fluctuations, navigating […]
How to Find the Right Financial Advisor
Finding the Right Financial Advisor Finding the right financial advisor isn’t just about looking at degrees or certifications (even we get confused by all the letters!). The right advisor is going to be someone who truly understands you. Someone who you see a real connection with. Background and expertise are important, but just like in a […]
A Millennial’s Journey to Estate Planning
My Journey:You’re Never Too Young to Protect Your Family Find a Financial Advisor Written by Amber Cate At 28, I was a typical millennial — active, health-conscious, happily raising my beautiful little boy with my husband, and enjoying a successful career. I did CrossFit multiple times a week and had just completed a half marathon. […]
A Career Woman’s Divorce Journey
My Journey:From Divorce to Financial Control Find a Financial Advisor Written by Lacy Garcia In my 30s, I found myself in uncharted waters as my marriage began to unravel. I was successful in my career, a mom to a young boy (and an elderly dog), and suddenly I was facing divorce. I never thought I […]
