Employee Benefits

Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping...

This week I sat down with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally.  Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align...

This week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock options and some of the things to be aware of if and when you decide to exercise those options. Laura joined Abacus Wealth Partners in 2015. With over 7 years of experience in personal finance, her main goal...

Investment mistakes can have a long lasting effect on your financial well-being and is something we want to help you avoid! This week I sat down with one of Workable Wealth’s very own Financial Planners, Ariel Ward, CFP®. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner. She has 10 years of...

HOW DO I BETTER UNDERSTAND MY PAYCHECK? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout...

This week I sat down with human resources pro and founder of sproutHR, Ashley Cox. Ashley Cox is the HR Partner for Creatives at sproutHR, where she helps you hire, train and lead your thriving team, all with confidence and heart. Ashley can help you create a simple, actionable plan to hire your first team...

This week I had the chance to chat with Kimberly Palmer, author of Smart Mom, Rich Mom. Kimberly Palmer is the author of “Smart Mom, Rich Mom: How to Build Wealth While Raising a Family.” She is a financial journalist living in Washington, DC with her family, including two children. WHETHER YOU’RE A PARENT OR...