Season of Giving
Season of Giving, Season of Growth Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA® The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and suddenly we’re reminded of what […]
Profile – Wendy Cleveland
Wendy Cleveland President & Chief Executive Officer Firstmark Credit Union Wendy Cleveland serves as president and chief executive officer at Firstmark Credit Union ($1.2B; San Antonio, TX), a cooperative committed to serving its members, school employees, and the community. An industry veteran with over 30 years’ experience leading credit unions of various sizes, she […]
She Holds the Future
Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]
Financial Freshness
Spring Into Financial Freshness A Season to Reimagine What’s Possible By Melinda Adams, Financial Advisor, CEPA® Spring is a season of renewal, a time to refresh our homes, our routines, and—most importantly—our mindset. What if this spring, instead of just organizing closets, you took a fresh look at your financial world? Money isn’t […]
Money Management in the Golden Years
Spring is upon us, and you know what that means: bluebonnets, beautiful weather, AND tax season.