Why Women Need a Finacial Advocate
Check out our latest video. A recent widow explains why she should have convinced her husband to seek financial planning support a long time ago. It is a real tale of why women shouldn’t allow husbands to go it alone. ...
How Women Can Gain Financial Literacy
Have you recently gained transparency into your family finances? Maybe you’ve convinced your husband to include you in financial planning after decades of allowing him to manage things himself. Having a complete picture of your bank and investment accounts, insurance...
Conversation Guide for Women Who Want to Discuss Financial Planning with Their Husbands
Has your husband managed your investments and finances without your involvement? If so, this could leave you extremely vulnerable should something unexpected happen to him. Some questions to ask yourself; Will you have access to cash or life insurance proceeds when...
Minimizing Medicare Premiums
As you approach retirement, you will no doubt find yourself navigating a very different world than you’re used to. After years of planning and building up your retirement accounts, you’ll begin to draw them down. Instead of relying on your employer (or self) for...