by Melana Carbary, CFP®, CLU®, CDFA | Jan 3, 2023 | Blog
By Melana Carbary As a Private Wealth Manager who specializes in helping women maintain financial strength and independence no matter what life throws at them, I’ve seen firsthand the vast divide between how men and women think about and engage with money. I am...
by Melana Carbary, CFP®, CLU®, CDFA | Nov 29, 2022 | Blog
By Melana Carbary Seven years ago, we said our final goodbyes to my mom. Some days I still can’t believe it. She was a huge part of my life. Ed once said, “I hope I’m not around when something happens to your mom.” Unfortunately for all of us, that day came way faster...
by Ed Vargo | Oct 31, 2022 | Blog
By Ed Vargo If you’ve read our previous articles, you know of the tendency for women to turn over “big money” decisions to the men in their lives. Big money decisions include how to invest for retirement, should you use a home equity line of credit to buy a car,...
by Ed Vargo | Sep 30, 2022 | Blog
By Ed Vargo Shouldn’t you be the lead actress in your own financial life plan? Have you ever felt like quality financial advice wasn’t designed for you? Or as if you’ve been cast in a supporting role while your money takes center stage? These feelings are...
by Ed Vargo | Sep 6, 2022 | Blog
By Ed Vargo Most would agree that a financial plan tailored to your life goals, current financial situation, and feelings about risk is a proven way to set yourself up for financial success. But the stakes are even higher for women, who often face...
by Ed Vargo | Aug 11, 2022 | Blog
By Ed Vargo No woman says “I do” thinking she’ll be signing divorce papers one day. But, with a divorce rate hovering around 50%, it’s a thought that should cross your mind even if you don’t believe it will ever happen to you (and you should believe...
by Ed Vargo | Jun 1, 2022 | Blog
By Ed Vargo This may not come as a shock to you, but the financial services industry was not designed with women in mind. If I said that to a group of women, I bet I’d get more than a few “No s***, Sherlock” comments muttered under their...
by Ed Vargo | May 4, 2022 | Blog
By Ed Vargo Financial advisors often talk about working with specific groups of people and call it a “niche.” Ask around and you’ll learn “the riches are in the niches” is a common saying in the industry (I know, it’s a bit crude). At Burning River Advisory Group...