by elizabeth | Mar 17, 2026 | Insight Series
Space as Strategy: Clearing the clutter of your financial flow Here’s how we’ll guide the conversation as we center on the theme of “Clearing Out.” A-ha Moments: Money Mirrors Space Special Guest: Linda Leon – Spiritual & physical...
by elizabeth | Mar 3, 2026 | Money Tips
Article Overview Consolidate retirement accounts Streamline bank and investment accounts Review subscriptions Update beneficiaries One-page financial snapshot Why financial simplicity matters When most people think about clutter, they picture overstuffed closets or...
by elizabeth | Feb 24, 2026 | Insight Series
About February’s Episode This month, we’re zooming in on the theme of Envisioning and how to allow our desires to guide our financial direction. Desire as Direction: Letting what you truly want guide your financial strategy Special segment: Visualization...
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...
