Estate Planning Essentials for Young Families

May 10, 2024

Welcoming a new member into your family is nothing short of life-changing. As you celebrate each milestone on your new path, it’s essential to carve out space to prepare for your family’s well-being. Developing your estate plan is a crucial step toward securing your new family’s… Read More >>

Women + Inheritance = More Choices and Louder Voices

April 9, 2024

You may have heard that women will receive the lion’s share of “the great wealth transfer” – the more than $80 trillion in wealth set to change hands from baby boomers to their heirs. As you anticipate changes to your family’s wealth, you may wonder: Why… Read More >>

Moneypenny Minute: Your Finance Moment

March 26, 2024

Celebrating Community What an extraordinary celebration we shared at the Mutual Arts Collective (MAC)! Inside this beautiful gallery space, we brought together a diverse collection of local business professionals, fashion stylists, publicists, scientists, creatives, nurses, doctors, and many others. It is proof that a gallery is… Read More >>

Empowered Wealth: 7 Trailblazing Women in Finance

March 15, 2024

This International Women’s History Month, we’re tipping our hats to the remarkable women who are reshaping financial history with their impactful thought leadership. These financial luminaries offer us more than just inspiration; they continually refresh us with innovative ideas and methods for accessing financial freedom.  Here… Read More >>

Moneypenny Minute: Your Finance Moment

February 14, 2024

Issa Rae When talking about women taking the lead, we must talk about Issa Rae. Issa is a mogul who is building a diverse empire on screen and in business. She strategically uses her platform to lift others in a way that she wishes had been… Read More >>

Moneypenny Minute: Your Finance Moment

January 22, 2024

While building a music empire, Miley Cyrus reminds us to not fear being true to who we are and standing up for our personal values. I am inspired by the Happy Hippie Foundation that Miley Cyrus founded in 2014. This is a non-profit organization focused on… Read More >>

Mastering Your Wealth Management During a Demanding Career

January 5, 2024

In the ever-growing city of Seattle, where the tech industry thrives alongside a robust healthcare sector, professionals like physicians, dentists, and tech professionals are often immersed in the height of their careers.  If you fall into this category, you know that the reality of these exciting… Read More >>

The Guide to Purposeful Gift-Giving for Your Family and Business

December 22, 2023

In a world often characterized by excess, reimagining how we give gifts can bring newfound meaning and joy to both the giver and receiver. Reconnecting with the purpose of our giving can help us select gifts with greater meaning, reduce waste and unnecessary spending, and enrich… Read More >>

Moneypenny Minute: Your Finance Moment

November 16, 2023

Whitney Wolfe Herd is the cofounder and CEO of Bumble Inc., a dating app that requires women to make the first move. We celebrate Herd as the youngest female CEO to take a US company public and for her continued commitment to female empowerment. Herd has… Read More >>

Heirs: Prepare Your Finances for the Great Wealth Transfer

November 14, 2023

The great wealth transfer is upon us, with trillions of dollars set to change hands as one generation passes on its assets to the next. Through mindful preparation and compassionate conversations, you can avoid common inheritance mistakes and help facilitate a successful wealth transfer within your… Read More >>

Moneypenny Minute: Your Finance Moment

October 9, 2023

Haatepah is an indigenous model who uses his platform to highlight who/what is under-appreciated, which is our elders and our environment. As a Native American model, Haatepah brings representation to the industry. He uses his voice to represent Native culture honestly and authentically. As a climate… Read More >>

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