Career & Money

I do love my clients. I love the process of working with them to decide if we are a good fit. I love the support that I am able to provide within our relationship. I love tracking things intuitively and advising them as they go. I am a happy little clam over here, serving folks…

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Career & Money

Collaborating with Women for Their Bigger, Brighter Future

We love this topic of “Building Up and Supporting Women” as that is a basic foundational principle of our financial planning and wealth management practice. In our work with our clients, some of our women clients may be experiencing a life transition, such as widowhood, divorce, or a business or career change. As many of…

By Marilyn Suey |
Career & Money

My Heart is Full

Here’s a wee confession for you: I freakin’ love my work. I like the “woo” I get to do. I like going “into the mystic.” It’s kinda my jam. (I am, after all, an intuitive and a retired homeopath, so this may not really be that big of news for most of you! LOL) But…

By Rebecca Liston |
Career & Money

7 Money Conversations to Have Before Marriage

There is not much like the excitement of an upcoming wedding.  Most little girls have dreamed about this day since they were five.  The flowers, food, cake, family and friends, the beautiful wedding gown, oh, and of course, the boy!  However, it can be easy to forget about those things that do not directly relate…

By Kimberly Sulfridge |
Career & Money

Building Influence at Work

Elizabeth talks candidly about what influence is and the importance of developing this skill at work. She further describes how having the highest title doesn’t mean having influence and how influence isn’t manipulation.  

By Elizabeth Lions |

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Career & Money

Six Ways Female Start-Up Founders Succeed: New Research

Encouraging new research from Lakshmi Balachandra, assistant professor in entrepreneurship at Babson College near Boston, reported by Janelle Nanos of the Boston Globe, identifies six tips from successful female entrepreneurs. Balachandra notes that after publishing several research reports on how little venture funding women raised between 2012 and 2014—only 183 women’s start-ups out of 6,517…

By Dr. Anne Litwin |
Career & Money

Research on Successful Dual-Career Couples: What Works?

New research by Jennifer Petriglieri on dual-career couples, published in the Harvard Business Review, sheds light on how these couples successfully manage careers and family life. The researcher and author notes that the number of dual-career couples is growing: the Pew Research Center reports that in 63 percent of couples with children in the United…

By Dr. Anne Litwin |
Career & Money

A Few Thoughts on How to Connect, Really Connect

Recently after giving a keynote on my book series  Is This Seat Taken?  andthe power of the random encounter, a participant in the audience shared a fabulous book which covers a related concept. The name of  the book is Touchpoints . This book explores the importance of leaders being engaged in every single ‘touchpoint’ they have with…

By Kristin Kaufman |
Career & Money

3 Simple Tips to Retain Great Employees

Business growth is essential, and likely your key focus.  However, don’t forget to recognize the people whose hard work has made your life easier, your business more successful, and growth a real part of your life.  These are your star employees.  Without them, you are owner, manager, human resources, legal, janitor, sales, and accounting all…

By Kimberly Sulfridge |