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March 2024
It’s officially spring which means you’re probably thinking about decluttering or making those summer plans. In this edition, we’re taking a deeper dive into spring cleaning and sharing some best practices on revisiting your spending plan and organizing financial accounts. Keep reading to also learn helpful tips when it comes to reviewing your homeowner’s insurance, catch up on our new book club, view exciting video content from our Herself ladies and upcoming events.
Finance in HarMONEY Event Recap
Thank you so much to those of you who attended our Finance in HarMONEY Lunch & Learn with guest speakers Daniela and Beau Wirick. They discussed strategies to adopt when having difficult conversations with your loved one about money, improving your overall relationship with them, and setting healthy expectations and habits with one another.
Click here for the handouts they distributed at the event, including a recap of their suggestions.If you could not attend this event, we hope to see you at future workshops and gatherings!
HerStory Featuring Jenn Caruso
Our next episode of HerStory features our newest Herself member, Wealth Advisor Jenn Caruso. Jenn shares her journey from being raised by a single mother to her career in wealth management. Her early exposure to financial scarcity fueled her desire to master personal finance. She also discusses her path to becoming a Certified Divorce Financial Analyst, stemming from her own divorce and desire to assist others in similar situations. Her story is a testament to the power of resilience, continuous learning, and the desire to make a meaningful impact on others' lives, particularly women navigating the complexities of financial independence and security.
Click here or the thumbnail below to watch the episode!
New Article by Stacey McKinnon
In celebration of Women's History Month, our CMO and COO, Stacey McKinnon, published an article in Financial Advisor Magazine to highlight women who are paving the way for other women to achieve success in the financial services space. Read it here.
8 Tips for Financial Spring Cleaning by Karla Gonzalez
Spring is upon us! This is a great time to revisit that spending plan you committed to at the beginning of the year and organize your accounts. Let's make sure you're on track. Click here or the thumbnail to read the full article.
When Was the Last Time You Reviewed Your Homeowner's Insurance? By Jenn Caruso
If you are like most of us, you bought your policy some time ago and forgot about it! Click here or the thumbnail for a guide to ensure your homeowner's insurance is up to date and can properly protect you and your loved ones.
Patrice's Features
On a recent episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Advisor Patrice Bening to discuss eight tax-saving strategies, including cost segregation studies for short-term rentals, eco-friendly purchases, donor-advised funds, and more.
How can we balance taking care of our growing children and aging parents at the same time? This is a dilemma many adults in their 40s and 50s are facing today. In fact, over 50% of individuals in this age range are feeling the pressure of being “sandwiched” between caring for a parent 65 years or older and at least one minor or adult child.
This episode of Couchside Conversations is from Morton Wealth's 2023 Investor Symposium. CEO Jeff Sarti is joined by Wealth Advisor Patrice Bening to tell their personal stories of being caught in the middle and share tips for navigating this complex journey.
Click the thumbnails to watch these recent episodes of THE FINANCIAL COMMUTE and Couchside Conversations featuring Patrice!
Priscilla's Feature
How can we find the balance between enjoying life in the present and fulfilling our current needs, while still preparing for the future? Wealth Advisors Priscilla Brehm and Stacey McKinnon take the stage at Morton Wealth's 2023 Investor Symposium to discuss making wise financial decisions that maximize our joy and memories with loved ones, making sacrifices for long-term goals, identifying the “why” behind our wealth, and making financial planning easier through methods like automatic deductions.
Click the thumbnail to watch!
Join Our Book Club!
Thank you so much to those of you who attended our first book club meeting and for adding so much to the discussion. It was filled with meaningful conversations around the power of education and knowledge.
Our second meeting will be held on Monday, April 8 at 3:00 PM (we will be meeting on the second Monday of each month). If you weren’t able to attend our first meeting, you’re still welcome to attend future meetings. We encourage you to join us in-person at our Morton office, but Zoom is available if necessary.We will be discussing “Part One” of Educated by Tara Westover, which consists of the first sixteen chapters, at our next meeting. Don’t forget to BYOB (bring your own book).We will be using a website called Slack to communicate with each other about things like upcoming meeting details, deciding on discussion questions and even sharing ideas on the next book to read.
Click here to join the conversation on our Slack channel.
Happy Women's History Month!
It’s Women’s History Month! To celebrate, we’re highlighting a woman at Morton Wealth everyday this month on our Instagram page! Not only do they represent 47% of our team, but they make our workplace such a vibrant environment, improve the client experience, and make us better. In case you missed it, click here to follow us Instagram and to learn a little more about the women we’ve featured so far this month and why we appreciate each and every one of them so much!
In addition to honoring the women in our office, we recently asked a few Morton team members to name a woman who has inspired them. Watch this powerful reel from our Instagram here. Who is a woman who has encouraged or uplifted you?
Volunteer & Donation Opportunity with James Storehouse
We are proud to embark on our second year of partnership with James Storehouse. James Storehouse is a community-based nonprofit located in Newbury Park, CA, dedicated to supporting children in foster care, youth aging-out of foster care, the fostering families, as well as at-risk families.
Join us at the "Beautiful You" event on April 13th, a free prom and professional preparation event for young women. Click here or the thumbnail to learn more and sign up to volunteer.
Upcoming Herself Events
The Herself team has some exciting in-person gatherings planned this year. Keep an eye out for upcoming invitations in your emails for these events.
Our next event will be “A Day of Wellness” at the Four Seasons in Westlake Village on Wednesday, May 29, so mark your calendars. We look forward to seeing you there!
