IN THE PRESS


 

How and when to file for an extension past Tax Day:  16 tips about filing for an extension past Tax Day | Financial-Planning.com

Increasing intersection of tax-related services and wealth management: How taxes and wealth management are merging | Financial-Planning.com

Published March 5, 2024

 

 

The Financial ABCs When Entering a High Conflict Divorce with special guest, Amy Irvine

Journey Beyond Divorce Podcast

 
 

You can access all “Journey Beyond Divorce” podcasts here: Journey Beyond Divorce Podcast (jbddivorcesupport.com)

 

8 ways to get out of debt in 2023 | CNN Underscored Money

Amy Irvine was quoted in this article on CNN!


 
 


 
How to Be a Successful Financial Advisor

Although I still feel I have more to learn, this is what my journey so far has taught me -

"How to Be a Successful Financial Advisor."

 


 

Investopedia: What 5 Top Financial Advisors Wish They Knew as Young Investors

The pros weigh in on boosting skills, mentoring, and more!

 

 
Investopedia 100 Top Financial Advisors 2023

Investopedia 100 list of most influential financial advisors of 2023!

The seventh annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial literacy education in the communities that need it most. 

Today, we released the full list of the Investopedia 100 on Investopedia.com, as well as additional content that highlights more of the amazing work our honorees are doing in their own communities and beyond, which you can view on this content hub. This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community.

 

 

Women Advisors Making an Impact

Amy was recently featured in an article as part of a series called Women Advisors Making an Impact. In this collection of articles, a firm called Vantage Impact is spotlighting women in the financial advisor space—their career paths, biggest challenges as women in the field, and ideas for helping grow female representation in the financial services industry.

 

 
Journey Beyond Divorce

Read our latest guest blog post with Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA® as she helps you understand that divorce is unique for everyone in some ways, so these are just a few tips to get your mind thinking.

 
 
 

Start Investing in Stocks: A Step-by-Step Guide for Beginners (businessinsider.com)

A comprehensive guide to investing in stocks for beginners (updated June 7, 2022)

 
 

President's Day Celebrated in a different way!

Amy was honored to be featured in the FAF - Weekly Newsletter Feb 21 Presidents Day

and in the Females and Finance Membership Spotlight Blog (femalesandfinance.com)

 
 

How To Set Savings Goals: 6 Tips | Bankrate

If you’re looking for help becoming a better saver, here are some tips for setting savings goals.


 
 

 
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Our founder Amy Irvine often talks about the journey's of others on her podcast Wine and Dime...but the table was recently turned on her, read about her "Short Life Lessons" in February 4th edition of WorldClassPerformers.com: https://worldclassperformer.com/short-life-lessons-from.../

 

 
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Rooted Planning Group shares their vision for changing the profession and “leveling” up the firm: Advisors hire next-generation talent to thrive. Here’s how some practices have already done it - CNBC by Lorie Konish

 

 
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I "jammed" out with Staff Writer Tiffany Connors at The Penny Hoarder about the "8 Financial Aid Questions Along With You on Your Campus Tour." Are you planning a campus tour this Spring? Print this list and take it with you.

 

 
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Amy Irvine shares her insights on helping to make sure the fear of outliving money doesn’t become a reality. Here is what financial Planners are doing to help. - CNBC by Annie Nova