by elizabeth | Feb 17, 2026 | Uncategorized
We’re honored to share a meaningful milestone for our team. Liz Hand has been named Kestra Financial’s 2026 NextGen Advisor, a distinction awarded to exceptional emerging leaders under the age of 40 who demonstrate leadership, dedication, and forward-thinking impact...
by elizabeth | Feb 2, 2026 | Women & Money
Article Overview Basics of a Statement of Financial Purpose Why this is especially important in retirement Financial goals vs. financial purpose Importance of simplicity How a statement is actually used Going deeper As retirement approaches, many women find themselves...
by elizabeth | Jan 20, 2026 | Insight Series
About January’s Episode We’re all about slowing down and savoring moments. This month, we’re focusing our energy on re-energizing and rest. Special guest segment: Rabecca Rocco, Breathwork Practitioner Life topic: Rest as Wealth – Money Mirrors Energy...
by elizabeth | Dec 26, 2025 | Relationships & Money
Article Overview What We’ve Accomplished Together Carrying This Good Forward An Invitation to Reflect and Explore As we close the chapter on the year, I find myself experiencing quiet moments of reflection on the milestones and impactful moments from the past 12...
by elizabeth | Dec 16, 2025 | Insight Series
About December’s Episode December is all about the theme of ‘Close’. Here’s how we’ll package our time together to put a bow on the year. Special guest segment: Probate of a loved one, Matt & Megan Hochstetler Life topic: Look back and...
