by Pam Horowitz | Feb 18, 2026 | Business, Financial Planning
Over the past several years, I’ve noticed a meaningful shift in how women engage with and lead financial decision-making—in their households, their careers, and their long-term planning. More women are taking an active seat at the table: managing investments, asking...
by Pam Horowitz | Jan 12, 2026 | Business, Financial Planning
By Marilyn Evans One of the conversations I have most often with clients is about how financial plans are not meant to be static. They’re living, breathing frameworks that should grow and adjust as life does. Careers shift, families change, priorities get rearranged,...
by Pam Horowitz | Sep 25, 2024 | Business
HSAs are one of the most powerful savings tools available, but knowing whether to invest the funds or keep them in cash can be confusing. I liked this article because it breaks down the decision — risk tolerance, near-term medical needs, tax advantages, and long-term...
by Pam Horowitz | Jul 16, 2024 | Business
If you’re interested in small business ownership, this article takes a refreshing look at how business models affect culture, purpose, and long-term stability. I like that it goes beyond the financial side and touches on leadership, team engagement, and what it means...
by Pam Horowitz | Apr 19, 2024 | Business
It’s inspiring to see how far women have come in leadership and economic strength — but some areas still lag behind. Venture capital is one of them. The numbers in this article are eye-opening, and frankly, a little frustrating. But they also highlight why these...
by Sowell | May 11, 2022 | Business
Are you a small business owner who is thinking about succession planning? Good for you, because many haven’t. Here are a few tips on how to succeed at succession planning. According to the Conway Center for Family Business, family businesses account for 64% of the...
