Welcome to the August edition of our quarterly newsletter, Her Money Matters. Keep reading for tips on how we have been traveling smart and safe this summer, optimizing our credit card points, helping our children prepare for college, maximizing our retirement savings, and more!

‍

HerStory Featuring Patrice Bening

Our next episode of HerStory features Wealth Advisor Patrice Bening. She discusses her childhood in Romania, how she combined her love of numbers with her passion for taking care of others and ultimately discovered her calling in wealth management, the challenges of being a working mother, and how to stay present in each stage of life, both personally and professionally. Click here or the thumbnail below to watch the episode!

‍

Featured Article by Priscilla Brehm

Credit cards – it’s hard to imagine life without these little pieces of plastic that, on one hand, let us do so much and, on the other hand, can cause us so much trouble! Your relationship with credit cards is really like any relationship: it can be rewarding if you handle it right. Read it here.

‍

Reels

Protect Yourself: AI Voice Scams

Keeping Yourself & Your Money Safe when Traveling Abroad!

7 Steps to Maximize Your Retirement Savings

‍

Featured Podcast

‍

‍Thank you for attending our Lunch & Learn: How to Prepare Your Child for College

On July 18th, we hosted a Lunch & Learn with Education Consultant Karen Smith. She shared tips on what to consider when your child is building their college list, what universities take into account when reviewing applications/essays, and financial aid.

Click here to watch Karen's reel on staying open-minded when applying to colleges. Click here for Karen's PowerPoint presentation and resources.