Cora Victoria’s journey from nursing to financial services is rooted in a deep understanding of how both health and wealth impact families. With over 35 years of experience in healthcare, Cora has witnessed firsthand how illness can affect every aspect of a person’s life, not just physically, but emotionally and financially. Her desire to make […]
In a world where financial stability often seems elusive, Aideen Ky Briones is a beacon of hope for families and professionals seeking guidance in navigating the complexities of personal finance. While raising her son with high needs, Aideen transitioned from a successful healthcare career into the financial services industry, a shift born from both resilience […]
Ngoc Nguyen watched her mother trade every waking hour for survival. Single immigrant. Two daughters. Started from nothing. Her mother’s blueprint became hers. Multiple jobs through college. Trading time for money with no freedom in sight. Then she realized she was trapped in the same cycle. “I made it my mission to learn how money […]
For more than two decades, Chuck Oliver has taught retirees and high-income earners how to legally minimize taxes. Drawing on real client cases and a national network of proactive CPAs, Oliver, founder of The Hidden Wealth Solution, argues that most retirees have more control over their lifetime tax bill than they realize. “I’m a better […]
Imagine transforming your tax bill into a powerful investment that advances clean energy and delivers tangible returns. Lux Financial is doing exactly that, transforming renewable-energy tax credits and bonus depreciation into accessible opportunities for individuals, CPA firms, and family offices alike. As transferable tax credits double to $20 billion year-to-date in 2025, Lux’s innovative model […]
Here’s a question that every veteran deserves an honest answer to: Why are VA loans a more intelligent choice for veterans? Whether a person is a veteran, service member, or eligible relative, it’s important to understand the available options because buying a home can be costly and complicated. This perspective explores why a VA loan […]
A new report from the Interledger Foundation reveals how Gen Z is influencing the future of money and banks.
With startups and modern professionals facing unpredictable cash flow and expenses, it’s essential to plan for financial shocks. Building an emergency fund is one of the first steps to protect yourself from unplanned expenses. What Is an Emergency Fund? An emergency fund is a cash reserve set aside for unplanned expenses or financial emergencies, such […]
In a world where financial security can feel like an impossible dream, Katie Reber stands as a testament to what hard work can achieve. Her journey into the financial services industry wasn’t just a career choice — it was a mission born from a deeply personal experience. Just before retirement, Katie’s mother lost a significant […]
Growing up as a coal miner’s daughter in West Virginia, Monitta Williams learned the value of saving from her father, who hid away nearly $100,000 in a safe deposit box, never earning a single penny in interest. “He was smart enough to save, but no one taught him how to grow that money,” Monitta recalls. […]
