The Impact of COVID-19 on Women’s Financial Lives, Ep #121

10/05/2020

Allison Berger and Grace Kvantas and Haley Modlin and Darian Billingsley

We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…

COVID-19 Money and Data Scams for North Carolinians to Avoid

07/06/2020

Grace Kvantas

Financial scammers are always ready to take advantage of difficult situations in our communities. They watch the headlines, and the COVID-19 pandemic and economic turmoil have led to lots of…

Does Your Life Feel a Little Crazy Right Now? Mine Too.

04/27/2020

Grace Kvantas

Life isn’t normal right now. If your life is anything like most Americans right now, life doesn’t feel “normal.” We’re all out of our comfort zones, while ironically being stuck…

Why Aren’t There More Women in Financial Planning? Ep #83

04/22/2019

Grace Kvantas and Allison Berger and Chad Smith

Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated…

5 Top Reads for Working Moms, Ep #73

12/03/2018

Grace Kvantas and Allison Berger and Chad Smith

Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both…

Are Your Finances Holiday-Ready?

10/29/2018

Grace Kvantas

The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives. In November your focus…

5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56

04/09/2018

Chad Smith and Grace Kvantas and Allison Berger

Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death…

Monitoring Your Financial Plan

03/05/2018

Grace Kvantas

The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the…

Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®

01/29/2018

Allison Berger and Grace Kvantas and Chad Smith

Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this…

Is Social Security Running Out? Not if These Two Adjustments are Made.

01/01/2018

Grace Kvantas

It’s likely that at some point in the past you have seen the headlines and heard the conversations about Social Security running out of funds or going bankrupt. You may…

Posts by Grace Kvantas

The Impact of COVID-19 on Women’s Financial Lives, Ep #121

COVID-19 Money and Data Scams for North Carolinians to Avoid

Does Your Life Feel a Little Crazy Right Now? Mine Too.

Why Aren’t There More Women in Financial Planning? Ep #83

5 Top Reads for Working Moms, Ep #73

Are Your Finances Holiday-Ready?

5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56

Monitoring Your Financial Plan

Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®

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