Do you know when you will retire? If you have an age in mind for retirement, and a financial plan to back it up, you are ahead of many Americans who have little or no retirement plan to speak of. That said, recent data suggests that theRead More
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I am often asked by my clients, as a financial planner, should I have a will or trust? The short answer is YES! If you own assets and want to make sure at death they go to whom you intend them to go, a simple will or trust is a great...Read More
There are many reasons why financial planning is especially important for women, but the following article focuses on three important ones: 1. Longevity; 2. The Wage Gap; 3. Providing Care For Others. Like many factors that impact...Read More
Understanding the need to plan for long-term care is important for everyone, especially women. Although many of us don't want to talk about it, the majority of us will have to confront a long-term care event at some point in our lives....Read More