3 ways you can make a difference in DEI efforts
By Danika Waddell
You can contribute to diversity, equity, and inclusion in financial planning, regardless of your role in your firm. Do this through your role in hiring employees and vendors, in addition to advocating for DEI in the profession.

Financial planning through one LGBTQ+ couple’s lens
By Mindy Neira
The needs of the members of the very diverse LGBTQ+ community should be reflected in their financial plans. A financial planner shares how her personal situation has affected her life through milestones including marriage, home buying, pregnancy, and career.

The rising opportunity to serve diverse tech founders
By Dana L. Wilson
More diverse individuals are founding tech companies. Individuals who build businesses faster generate more wealth, which presents opportunities for financial advisors. However, traditional service models won't necessarily resonate with this wave of prospects.

What’s so special about special needs planning?
By Mike Walther
Traditional families have different financial needs and goals compared to those of a special needs family, and rightfully so. Proper financial planning can ensure that all family members are well taken care of and supported.

Having the money conversation with your kids 
By John Eing
It's never to early to talk about money with your kids. You just have to find ways to bring it up. Here are some tips and tricks to start the conversation and keep it going.

Diversity, equity, and inclusion is not yet a reality, but it’s not out of reach
By Alexandra Baig
Everyone needs a financial planner who can fit their needs. DEI within financial planning goes beyond just being able to check the diveristy box with employees. You also have to be able to serve clients with a wide range of backgrounds and needs.

Single Women and Money: How to Live Well on Your Income by Margaret Price and Jill Gianola
By Nicole Brown-Griffin
This useful book focuses on female finances and the challenges that are specific to women, including learning about money management for women in the different stages of life.