media-and-press

Media & Press

Our perspectives on women’s wealth planning, business strategy, retirement readiness,
and life transitions as featured in leading industry publications and respected national outlets.

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.

Good ways
to put your
Tax refund
to use

Read Article

Can I undo
an IRA contribution that isn’t deductible?

Read Article

The ACA 'Family Glitch' Rule Change: What Advisors Need to Know

Read Article

Wealthy Clients Are Moving Money to Treasurys
& Money Market Funds

Read Article

Nationally Recognized commentary & Insights

^{Contact Us}
Get In Touch Here!