Aaron Puckett

Giving as an Investment

Aaron M. Puckett, MBA, CFP® When it comes to our money, we are emotional beings. No matter what we do with our hard earned dollars, whether we decide to save them, spend them, invest them or give them away, each decision is often layered with feelings and emotion.

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The Evolving Gender Gap

Deborah A Williams, CFP® Last week, for the first time in American history, a woman was nominated by a major party for the presidential election. Regardless of personal political views, we as a society have waited a long time to reach this equality milestone since allowing women the right to vote in 1920. I think we can agree that one’s gender has an impact on one’s circumstances, either as a result of nature or, unfortunately in some situations, as a result of gender inequality. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, it is important that we consider the unique gender circumstances facing women, so we can adequately help them plan for the future.

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