Refreshing Snippets
A Hidden Gem: Embracing the Power of Health Savings Accounts (HSAs)
Most of us understand the need to save for retirement by contributing to a 401K plan or an IRA. Health Savings Accounts (HSA) are less discussed and are more than just savings accounts; they are key players in promoting financial health and enabling a brighter, more secure future.
Estate Planning Is Key To Ensuring Your Life Wishes Are Fulfilled
Here’s a quick checklist that will help you and your spouse outline a legacy plan that will protect your assets, care for each other in the event of incapacitation, and give you both some peace of mind.
10 Key Signs That It's Time for A New Advisor
Women have more financial responsibilities than ever before, and now, more than ever, a financial adviser is key to keeping your portfolio on track and achieving your financial goals.
A Woman’s Guide to Retiring Early and Bridging the Gap to Medicare
Early retirement may be planned or unplanned, but either way, stopping work results in big lifestyle changes. Protecting your health at all stages of life is crucial to taking care of your well being.
Positioning for Retirement with Equity Compensation
Creating a retirement income plan from stock requires more proactive and consistent planning. It may also fit into your retirement income planning in a different place than traditional savings.
Determining A Stock Option Strategy
When you receive stock options, the company does not hand you shares of stock right away. Instead, you receive the right to purchase shares of company stock at a certain price, in most instances below market value.
Living Longer: The Importance of Planning for Long-Term Care
Since women tend to outlive their partners, building a long-term care plan is just as important as planning for retirement. For many retirees, healthcare costs are their most significant expense and without proper planning, those costs can make for a stressful retirement.
Estate Planning: Streamlining the Transition
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover – it’s really about ensuring that the help, devotion and wisdom you provide for your loved ones now can continue even after you are gone.
Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make and have more in the future.
Five Things to Know About Taxes in Retirement
Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. However, this isn’t always the case.
The New Value of Advice: Women Want More
With the rise of the fiduciary, fee-only model, a new wave of service offerings and client relationships in the financial advice industry are focused on a more holistic approach – and they are available to everyone.
Make Your Kids Money-Smart
It’s not about how much money you have to pass on to your kids – it’s about passing on money-smarts.
How to Find the Right Financial Advisor - Free Download
It’s no secret that the financial services industry is very confusing! Many people wonder when is the right time to work with an advisor, which ones they can trust, and who is the right match for them?
7 Ways to Conquer Your Money Fears
Our passion is to help our clients conquer their money fears by meeting them right where they are in their financial journey. Below are seven suggestions for how you can conquer your money fears and start feeling more confident about your financial life.
3 Reasons Women Should Be Involved in Money Conversations
It’s a big financial mistake for women to defer investing and financial planning to their spouse or partner. Continue reading to find out why women should be part of money conversations.
Are Your Finances In Order For The Next Pandemic?
Getting your finances in order can be overwhelming for some, and a task others will often put off because they just don’t have the time to address it.