Blogs
The Importance of Estate Planning: Protecting Your Legacy
As we go through life, we accumulate assets, savings, and investments. These are the results of our hard work, dedication, and perseverance. We want to make sure that these are protected and pass on to our loved ones after we are gone. Estate Planning can be a crucial...
Why It’s Frightening To Not Have A Financial Plan
What’s the scariest thing we can think of? A person that doesn’t have a financial plan. You may have read our previous blog post about October being Financial Planning month. (If you didn’t, find it here ) Halloween marks the start of the holiday season coming up (aka...
Fashion & Finance
Do you have some amazing things in your closet that you are always going to have no matter what? Having the key pieces to a sound financial plan in place is much like having those key pieces of clothing in your closet. The Yoga Pants: Probably the most comfortable and...
Making the Most of Your Employer’s Retirement Plan Match
One of the best ways to save for your retirement is by participating in your employer's retirement plan. While not required to do so, many employers offer a retirement plan that includes a matching contribution. A matching contribution is money that your employer adds...
Financial Abuse of Women & the Elderly
Financial Abuse is the unlawful or improper use of someone else's financial resources for personal gain, causing harm or distress. It involves a pattern of controlling and manipulating the financial aspects of a person's life. It is a common tactic used by abusers to...
Financial Planning Month – October 2023
Along with Breast Cancer Awareness month, October is Financial Planning month, a time to focus on the importance of personal finance management. Financial Planning month is observed nationwide during October. With the holiday season coming up (aka hefty gifting...
Transition Wealth Management: Strategies for a Smooth Financial Journey
Here are time-tested transition wealth management strategies in order to achieve financial success: 1. Establish Specific Goals Having specific goals will help you shift your money with more direction. When choosing investments or other financial decisions that...
The Role of Estate Planning in Transition Wealth Management for Women
When it comes to managing their wealth, women face a particular set of difficulties. Women who are older have to consider things like the likelihood of widowhood, income changes brought on by retirement or changing careers, and the requirement for long-term care...
The Impact of Divorce on Your Finances: Essential Transition Wealth Management Tips
Divorce can often have an overwhelming impact on finances. Unfortunately, the procedure frequently places both parties in a vulnerable financial situation. This increases the necessity for persons going through divorce to be aware of essential divorce transition...
Navigating Life Transitions: How Transition Wealth Management Can Help Women
Women in today's society go through a number of changes throughout their lives, including getting married, becoming mothers, and more. Keeping track of your finances while going through these changes in your life can be challenging. Women who need assistance...
How to Plan for Retirement: A Guide for Women in Transition
When it comes to retirement planning, women in transition confront special difficulties. The idea of planning for life after work might be stressful since many women balance careers, children, and side ventures. When making decisions about retirement planning, women...
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