News and Commentary

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

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Had a great day at the PA Conference for Women! I connected with so many incredible women and heard from inspiring leaders across a wide range of industries. It was great to see multiple sessions on personal finance and wealth — a topic close to my heart. I'm fortunate to have a career helping women build, manage, and protect their wealth, and it’s meaningful to know that this work is both needed and valued. Favorite quote of the day: "You have to take action when you don't feel like it." – Mel Robbins #womeninfinance #womenandwealth #femalefinancialadvisor