Insights
How Women Can Avoid Common Risks to Their Financial Security
Women who don’t take an interest in how their investments are managed and how their household bills are paid face greater risks to their long-term security, personal autonomy, and legal preparedness than those who do. Why? Women typically...
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...
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...
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...
Replay: Chase Investment Counsel 52nd Investor Conference
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market and economy, and their impact on an investment process that utilizes bottom-up stock selection. This year’s hybrid event featured...
Gifting Strategy
It’s sometimes referred to as the “Great Wealth Transfer.” As baby boomers turn 65, their attention turns more towards how to transfer their wealth rather than how to accumulate it. Seeking to transfer wealth as tax-efficiently as...
Retirement Primer
As you approach retirement, the financial landscape can grow increasingly complex. Our Retirement Primer is designed to offer clear, concise explanations of key concepts and terminology that are critical to informed decision-making in the...
Preserving Capital in Retirement
The transition from working to retirement can be a difficult one for individuals to navigate. After having spent so much of your life working, moving to a mindset of retirement can create a whirlwind of emotions. In the midst of dealing...