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We are constantly updating and posting inspiring stories, helpful information, and relevant topics curated to help women accomplish their financial goals. To be notified about new posts click the button below. We hope you enjoy it!
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How Women Are Different from Men, Financially Speaking
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes....
Apr 6, 20224 min read
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Why Women Need Life Insurance
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die?...
Apr 1, 20225 min read
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Four Money Mistakes You May Be Making
No matter what’s happening in the economy as a whole, avoiding these four money mistakes can help you survive — even thrive — in any...
Oct 19, 20212 min read
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What You Should Be Contributing To Maximize Your Retirement & IRA
Many IRA and retirement plan restrictions are annually adjusted for inflation. While some of the limitations have remained the same for...
Jul 23, 20213 min read
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5 Ways To Keep More Income When It Comes to Federal Taxes
1. Postpone your income to minimize your current income tax liability By deferring (postponing) income to a later year, you may be able...
Jul 8, 20215 min read
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How the 2020 Election Could Impact Your Investments and Retirement Planning
With the 2020 election came uncertainty. While many individuals felt this strain, your investments likely didn't. What the future may hold..
Nov 16, 20203 min read
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The Forgotten Retirement Planning Essential Threatening Most Married Couples
Read on learn what 76% of married retirees are not financially prepared for but is experienced by 1.4 millionAmericans each year.
Nov 6, 20203 min read
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The Smart Move Only 19% Of Women Make. The Top 2 Reasons Women Need to Plan for Retirement More.
A recent study showed that women were 15% less likely than men to have a written retirement plan in place. While retirement planning is impo
Oct 30, 20203 min read
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Are You Prepared? The Retirement Expense that Shocks Even the Most Prepared Retirees
49% of Americans have planned and saved enough money for retirement. However, one of the most expenses is often overlooked: taxes.
Oct 23, 20204 min read
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Moving Through the After: How to Financially Prepare for Life After the Loss of a Spouse
The stress of the many tasks facing widows immediately after losing their spouse often leaves little time for personal and emotional healing
Oct 16, 20204 min read
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The Shocking Impact Gender has on Retirement and How COVID Plays a Role. 3 Tips to Help!
Women have historically experienced a gender gap in retirement savings.The impacts of the coronavirus crisis threaten to widen this gap.
Oct 9, 20203 min read
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COVID May Increase Your Future Taxes! Do You Know These 3 Options Lower Your Taxes in Retirement?
When COVID hit, our government spent money to fight the economic struggles. This may lead to higher taxes. Is your Retirement Plan ready?
Oct 2, 20203 min read
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What Widows Should Know about Social Security Benefits? A Breakdown of Potential Options.
As you begin to plan your financial future you will need to consider what survivor’s benefits or death benefits you might be able to receive
Sep 25, 20203 min read
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COVID Is Forcing 4 Million Older Workers Into Early Retirement. Three Retirement Tips to Help You.
Just as the Coronavirus itself has a greater impact on older populations, the job losses during this pandemic have disproportionally...
Sep 11, 20204 min read
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8 Questions to ask when Saving for Your Retirement & Your Child’s Education + 3 Steps to Get Started
You don’t have to choose between yourself and your child, and we want to help you have the retirement you deserve and the ability to support
Aug 21, 20203 min read
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What is your Retirement Income IQ? Pass this Test before you Fail to Save Enough.
Approximately 49% of Americans say that running out of money is their top concern. Take this quiz to test your knowledge!
Aug 14, 20202 min read
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The Common Mistake Stay at Home Spouses Make! Don't Overlook These 2 Retirement Income Options.
As a stay-at-home parent, the value and contribution you bring daily to your family are undeniable. Its time to make sure you are cared for!
Jul 31, 20202 min read
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The Underdiscussed Life Event that Blindsides Women Near Retirement Age! Three ways to Plan Ahead!
Are you nearing retirement age? Don’t overlook this one obstacle that 2/3rd of women face! Planning can help alleviate pressure!
Jul 24, 20204 min read
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The Expected Coronavirus Recovery Time...Economically Speaking! 5 Possible Shapes it Might Take.
Do you find yourself worried about your investments and your future. Read on to put and learn what recovery might
Jul 17, 20201 min read
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Lack of Childcare options as WNY reopens? The Ultimate Resource List for Working Moms.
Are you stuck trying to return to work? While many childcare opportunities have yet to reopen, there are still options. Read on to learn...
Jul 8, 20202 min read
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