Do You Have a "Money Image" Problem?

As a marketer at Huber Financial, most of my work happens behind the scenes. When I prepare content to post on, I search for images to add interest to our blog and social media posts. As we prepared to launch our Cents of Self page, I spent considerable time searching through photos of women and money. It didn’t take long to notice a pattern in the search results that I left me feeling frustrated and less than empowered.

Women In the Workplace Study

Many of us have read Sheryl Sandburg’s book, “Lean In.” While there was some pushback from females and males alike on some of her comments in that book, I think we can all agree that Sheryl’s ongoing commitment to studying and improving gender diversity in the workplace has been a beacon of light to all women who have wished for more equality at work.

Huber Financial's Women's Initiative - Cents of Self (EP36)

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

How Your Love Life Might Be Hurting Your Wallet

A link to some interesting research that addresses the disparity between financial literacy levels in couples over time.

Female Visionary Spotlight - Eleanor Roosevelt

Anna Eleanor Roosevelt; October 11, 1884 – November 7, 1962 was an American political figure, diplomat and activist. She served as the First Lady of the United States from March 1933 to April 1945 during her husband President Franklin D. Roosevelt's four terms in office, making her the longest serving First Lady.

Female Empowerment and Financial Literacy

A July 2017 study, titled “The Gender Gap in Financial Literacy: A Global Perspective,” by the Global Center for Excellence in Financial Literacy, shows that there is a persistent gap in financial literacy between men and women worldwide.

Eldercare 101 (EP31)

Janet Petran, CPA, CFP® talks to Nancy Siegel, an eldercare expert with Senior Living Experts, about Eldercare basics and how to support the needs of an aging loved one.

Discussing College Funding with Your Child (EP29)

Rob Morrison, CFP® and Kim Drake, CFA have a discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

The Suitcase Widow – Unpacking the Complexities of a New Financial Life

Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.