Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Divorce
Dialogues
Podcast
Financial decisions during divorce are
deeply connected to emotional well-being.
In this episode, Jody D’Agostini, CFP®, CDFA™, RICP®, shares practical guidance
to help you move forward with clarity and confidence.
Women, Money
& Relationships Whitepaper
This Equitable study, featuring Jody D’Agostini, CFP®, CDFA™, RICP®, highlights how women engage with money and financial decisions—providing practical insights and tools to help build confidence, clarity, and financial independence.
Blog Title
Monday, March 2, 2026
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Our Founder, Jody C. D’Agostini, CFP®, CDFA™, RICP®
as featured in leading publications for her insights on women’s wealth, leadership, and financial strategy.
Logos displayed for illustrative purposes only; no endorsement implied.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.