finances Archives - San Antonio Woman https://sawoman.com/tag/finances/ San Antonio Magazine For Women to Connect, Inspire and Encourage the Women of San Antonio Sat, 24 Jan 2026 23:03:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.1 https://sawoman.com/wp-content/uploads/2018/05/cropped-woman-ico-32x32.jpg finances Archives - San Antonio Woman https://sawoman.com/tag/finances/ 32 32 Dossier – Kin Wealth https://sawoman.com/2026/01/dossier-kin-wealth/ https://sawoman.com/2026/01/dossier-kin-wealth/#respond Thu, 01 Jan 2026 23:01:11 +0000 https://sawoman.com/?p=29784   Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth  |  Victoria Martinez, CFP®, Financial Advisor   How do you tailor your financial strategies to fit each client’s goals and lifestyle?   Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]

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]]> https://sawoman.com/2026/01/dossier-kin-wealth/feed/ 0 Dossier – Lisa Benton https://sawoman.com/2026/01/dossier-lisa-benton/ https://sawoman.com/2026/01/dossier-lisa-benton/#respond Thu, 01 Jan 2026 22:25:14 +0000 https://sawoman.com/?p=29776   Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley   What do you want women to know about taking control of their financial future?   With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic plan so she confidently makes […]

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]]> https://sawoman.com/2026/01/dossier-lisa-benton/feed/ 0 Season of Giving https://sawoman.com/2025/11/season-of-giving/ https://sawoman.com/2025/11/season-of-giving/#respond Sat, 01 Nov 2025 20:29:37 +0000 https://sawoman.com/?p=29550   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 […]

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]]> https://sawoman.com/2025/11/season-of-giving/feed/ 0 Profile – Wendy Cleveland https://sawoman.com/2025/11/profile-wendy-cleveland/ https://sawoman.com/2025/11/profile-wendy-cleveland/#respond Sat, 01 Nov 2025 19:47:40 +0000 https://sawoman.com/?p=29571   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 […]

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]]> https://sawoman.com/2025/11/profile-wendy-cleveland/feed/ 0 She Holds the Future https://sawoman.com/2025/07/she-holds-the-future/ https://sawoman.com/2025/07/she-holds-the-future/#respond Tue, 01 Jul 2025 18:51:50 +0000 https://sawoman.com/?p=29218     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. […]

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]]> https://sawoman.com/2025/07/she-holds-the-future/feed/ 0 Financial Freshness https://sawoman.com/2025/05/financial-freshness/ https://sawoman.com/2025/05/financial-freshness/#respond Thu, 01 May 2025 08:01:11 +0000 https://sawoman.com/?p=28979 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 […]

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]]> https://sawoman.com/2025/05/financial-freshness/feed/ 0 Money Management in the Golden Years https://sawoman.com/2019/03/money-management-in-the-golden-years/ https://sawoman.com/2019/03/money-management-in-the-golden-years/#respond Tue, 19 Mar 2019 19:45:36 +0000 https://sawoman.wpengine.com/?p=10887 Spring is upon us, and you know what that means: bluebonnets, beautiful weather, AND tax season.

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