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YEAR-END FINANCIAL STRATEGIES

We’re grateful to our private wealth colleagues Neil Davies, CPWA®, Molly Powers, CFP®, and Carrie Walters Shapiro, CFP®, for leading…

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Try This To Make A New Habit Stick

Robin Ross is a mindfulness-based leadership coach. In about one minute, she explains the science behind creating a new habit.…

How To Talk To Parents About Money

Watching parents get older isn't an easy thing for any adult child. Add in the conversation about their financial life…

Estate Plan Essentials

Barbara and Nancy discuss why every woman should have an estate plan and how to get started.

How To Negotiate Compensation and Benefits

Learn how to ask for what you need and what you are worth at work. Barbara and Nancy cover the…

How To Talk To Kids About Money

It’s never too early or too late to start talking to your kids about money, but how do you start?…

Networking To Grow Your Net Worth

Power networker, speaker, and author Porter Gale wrote the book, "Your Network is Your Net Worth." She explains that your…

Stop Money Silence

CAP STRAT's Barbara Best and Nancy Rizzuto talk about Money Silence and why it's so important to push past any…

Financial Basics – What We Need to Get Right Today

Taking action is empowering, builds confidence, and propels us to own our power as the boss of our money. It…

Understanding and Avoiding the Wage Gap

We've all heard of the wage gap. Most recently reported that women make $0.82 for every dollar that a man…

Fundamentals of Investing

You don't have to be an expert to invest.

3 Ways To Practice Financial Self Care

CAP STRAT Women's Forum Founders Barbara and Nancy talk about financial well-being and why it’s an essential component of self-care…

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