Senior Account Executive

Gayle E.

Accredited Financial Counselor®

I've found that the best thing about being a Sr. Account Executive is getting Your Money Line to people who need our help!

Blog Posts

How We Help – Navigating Insurance

We're living in unprecedented times, and just providing retirement options is no longer enough to guarantee your employees their safety...

Read in 3 minutes

How We Help – Social Security and Spouses

Planning for the future can be daunting, so don't leave your employees on their own. Let us help guide them...

Read in 3 minutes

Do I Owe Taxes for an Ex-Spouse?!

Dear Team, I’m recently divorced and just received a letter from the IRS requesting a payment of taxes from two...

Read in 3 minutes

Celebrating Women’s History Month

In honor of Women’s History month this March we’re going to celebrate women who have made a difference in our...

Read in 3 minutes

SWOF: How Big Does My Emergency Fund Really Need to Be?

Experts in the personal finance industry, including us here at Your Money Line, typically recommend three months of expenses for...

Read in 2 minutes

Spotlight On: Supplemental Security Income

Supplemental Security Income is often confused with Social Security and it’s understandable. The names are similar, the acronyms are similar...

Read in 3 minutes

Tools to Help Determine Retirement Readiness

Determining whether or not you’re prepared for retirement can feel like a one million dollar question. The number of factors...

Read in 6 minutes

A Note For Single Women Over 50: Forgive Yourself

We’ve all made money mistakes. How can you go through life and not?    Mistakes are actually good things as...

Read in 3 minutes

Should I Co-Sign A Loan?

Hi, My brother, who recently started a business, wants a specialized truck. He doesn’t have enough credit history to get...

Read in 3 minutes

Ready to better serve your clients?

Take your wellness offerings to the next level with our team of financial guides.

Request a demo