Financial Planning
This article appeared in the November 2022 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
This article appeared in the September 2022 Journal of Financial Service Professionals.
This article appeared in the November 2022 Journal of Financial Service Professionals.
Financial Planning
Financial Programs for Underserved, Underbanked Women: They Make a Difference (Journal Article)
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the July 2022 Journal of Financial Service Professionals.
Financial Planning
Fit-for-Purpose: What It Means in the Context of Risk-Tolerance Assessment (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
Follow the Money: Using “Cash Flow” to Help Understand Gift Tax Concepts (Journal Article)
This article appeared in the March 2022 Journal of Financial Service Professionals.
Financial Planning
Gather Your Crowd: A Guide to Equity Crowdfunding (Journal Article)
This article appeared in the March 2021 Journal of Financial Service Professionals.
This article appeared in the July 2022 Journal of Financial Service Professionals.
This article appeared in the March 2022 Journal of Financial Service Professionals.