Financial Conversations Couples Need To Have at Different Life Stages   

Jin and Jackie are back this week to discuss Financial Conversations Couples Need To Have > Read More

Disruption and Reinvention: Starting a Second Career in your Forties

This week Jackie is joined by Caroline who is a Co-Founder and Co-CEO of the > Read More

How to create a strong financial fortress during market downturns

Hey Confidante Community! Jackie and Jin are back with strategies on how to create a > Read More

Creating a Financial Vision Board for 2023

Hello confidante community! We hope you are all having a good year so far.. This > Read More

5 Tips to set yourself up For Financial Success in 2023

1)Protect your mindset Your mental outlook determines your financial outlook net worth tends to grow > Read More

Year-end Donation strategies  

We all made it to the end of 2022! If you are reading this, welcome > Read More

Year-end tax planning  

Jackie is joined by Lianne on this episode of live at 5 to discuss tax > Read More

Getting clients organized for 2023  

With only a couple more weeks before the end of the year, our topic is > Read More

Combating Quiet Spending

Tis the season confidante community! Jackie starts off this week’s solo live with bubbly Christmas > Read More

Our Client’s Journey to Building Financial Confidence

On today’s LinkedIn live, Jackie is joined by our superstar retired couple/clients Al and Mary > Read More