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Finance, Business Management Rita Boccuzzi Finance, Business Management Rita Boccuzzi

When Faith Meets Financial Wisdom: Protecting Your Family and Business with Living Benefits

As women in business, we are called to lead with both faith and wisdom. We care deeply for our families, serve our communities, and work diligently to build something meaningful. But there is one question many of us quietly overlook: What happens if I can’t show up tomorrow - not because I’ve passed, but because I’m sick or injured? This is where understanding life insurance with living benefits becomes not just helpful, but essential.


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Finance Erica Mathews, CFP® Finance Erica Mathews, CFP®

Trump Accounts: Pros and Cons

Starting July 4, 2026, all U.S. children under the age of 18 are eligible to open a “Trump Account.” These accounts must be established by a parent or legal guardian who will manage them until the child turns 18.

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Finance Erica Mathews, CFP® Finance Erica Mathews, CFP®

Catholic Investing

Approaching Catholic or moral investing is similar to discerning which stores or businesses you are going to patronize. Some of it may be pretty clear, but the more you dive into it, the muddier the water may become. Discernment is essential with a deep awareness of the principle of stewardship: understanding that all we have is God’s; we are simply responsible for it for as long as He entrusts it to us. 

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