Insights
Planning for Widowhood
Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next...
Handling Your Family Finances Solo Could Leave Your Wife Vulnerable
You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments. However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings,...
15 Questions to Ask Your Husband to Better Understand Your Finances
Many women are perfectly content to leave investment management and family finances to their husbands. The issue: This can leave you extremely vulnerable if your husband becomes incapacitated or passes away. That’s why you may want to ask...
Checklist: Key Financial Documents Women Need to Know About
If your husband handles your family’s finances, an unexpected illness, injury, or death could leave you and the people who depend on you vulnerable and at a loss as to what to do next. An important element to reducing this vulnerability...
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. Click here to...
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...