Our Dream Team is Growing

February 23, 2023

Danni Blue Danni Blue is a skilled Virtual Assistant, Travel Designer, and occasional flight attendant. As the “Swiss army knife” for Singer Wealth Management, Danni is a multifaceted resource responsible for a wide range of tasks, from organizing administrative and procedural business process to event planning… Read More >>

How Money Can Enrich or Erode Your Relationships

February 20, 2023

Money touches the heart of every relationship, including friendships, romantic partnerships, and family relationships. Whether you’re contemplating your estate plan or questioning who should pay the bill at the end of a date, money has the power to express our highest values or trigger our deepest… Read More >>

Moneypenny Minute: Your Finance Moment

January 6, 2023

What is Financial Wellness? One of the ways that Sarah Jessica Parker went from rags to riches was by focusing on her financial wellness. Financial wellness is the ability to develop healthy emotions around money, build literacy around money, and utilize financial tools and strategies that… Read More >>

How to Care For Your Financial Health & Well-Being

January 6, 2023

There’s something special about tapping into genuine financial well-being, and guess what? It isn’t just about accumulating more zeros to your bottom line. Genuine financial health is about accessing a sense of financial stability and opportunity that nourishes our physical and psychological well-being. In this blog,… Read More >>

Moneypenny Minute: Your Finance Moment

December 21, 2022

There are many ways to give this season Barbra Streisand gives generously and has donated over $16 million of her net worth to charitable causes. There is no denying that Streisand is one of the greatest actresses, musicians, and philanthropists in all of Hollywood. In 1986, she created… Read More >>

The Generous Last-Minute Gifts That Won’t Break Your Budget

December 21, 2022

For many, it really is the thought that counts. Generosity isn’t about giving something, it’s about simply giving. This holiday season, take the pressure off by letting go of what you feel you “should” give and instead share generosity in a way that feels authentic to… Read More >>

Moneypenny Minute: Your Finance Moment

November 21, 2022

Adena Friedman is CEO of Nasdaq and a champion for diversity and transparency on corporate boards. At an event for the Thirty Percent Coalition, Friedman summed up her view with the following quote: “if you don’t have those diverse voices that are helping lead the company,… Read More >>

Why Gratitude is Essential for You and Your Finances

November 21, 2022

If you’ve ever met a person who practices gratitude, chances are you were touched by their warmth and kindness. Whether we’re living in the best of times or worst of times, gratitude has a way of quietly enriching our lives. When we choose to cultivate gratitude,… Read More >>

Moneypenny Minute: Your Finance Moment

October 17, 2022

Think about how you can make money in more ways than one Rihanna is a famous singer, but she’s also an actor, businesswoman, landlord and a brand ambassador for names such as Puma, Balmain and Armani. So, take a look at yourself. If you see yourself… Read More >>

3 Steps to Quitting Your Job and Following Your Passion

October 17, 2022

As “The Great Resignation” unfolds, many professional women are quitting their jobs to pursue their passions. Whether your vision includes traveling the world or starting your own business, taking groundbreaking steps requires planning.  In this blog, you’ll find how to: Embrace your unique path Make a… Read More >>

Moneypenny Minute: Your Finance Moment

September 28, 2022

Queen Elizabeth was loved the world over and left us with many wonderful words of wisdom. Of note, Queen Elizabeth once said “In these testing times, it is my hope that you can draw strength and inspiration from what we share, as we work together towards… Read More >>

How to Foster Financial Wellness Before Things Get Rough

September 19, 2022

No matter how perfect someone’s life appears on paper, the truth is that we’re all out at sea. At some point, we all encounter one of life’s big waves, like a health challenge, divorce, or job loss. So how do we preserve financial wellness during these… Read More >>

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