10 Young Advisors to Watch
Rachel is selected as one of Financial Advisor Magazine’s 10 Young Advisors to Watch in 2017. Read the article on the Financial Advisor Magazine website or view a copy of the printed…
Lesbians Who Tech Summit
At the Lesbians Who Tech Summit, Rachel speaks about being a lesbian in a mostly male industry. Read the article on the The Guardian website.
Marriage: What’s It Worth?
With the recent arrival of marriage rights for same-sex couples, Rachel examines why marriage may not always make the most financial sense for LGBTQ couples. Read the article on the Advocate website.
Don’t Just Change Your Will
When your relationship status changes, Rachel makes the case for updating more than just your will. Read the article here.
Beyond Long-term Care Insurance
Rachel explains how to plan for long-term care needs and why that should include much more than buying an insurance policy. Read the article on the Bay Times website.
Take My Money And Run
The Curve Magazine editor profiles Rachel and Maya and their unique approach to financial planning for women and the LGBTQ community. Read the article here.
