Unlike other assets or financial accounts you might inherit, an IRA presents some unique inheritance planning opportunities. Think of it as a vehicle on a crash course at the three way intersection of estate planning, retirement planning, and tax planning. You need to consider each of these or you could be faced with some potentially… [Read More]
Financial Advisors For Women
It takes a lifetime of planning and smart decision making to prepare for retirement. Even in the best of times, navigating through the many investment choices available can be confusing. Creating the right mix of assets, knowing when to buy and when to sell can be challenging. Throw in a little economic uncertainty and some… [Read More]
Long-Term Care Insurance For Women
There are many reasons that more women need to consider long-term care and incorporate it into their financial planning. Healthcare costs are rising and the majority of people will experience a long-term care need in their lives, and these expenses can put pressure on individual assets as well as the lifestyles of family members. Although… [Read More]
How Women Can Prevent Identity Theft
The Internet and access to the World Wide Web makes women’s lives easier by enabling online shopping, online banking and even ordering pizza on a Friday night. These benefits are convenient and save lots of time but also open doors to identity thieves to steal personal information and access financial accounts. Many single women are… [Read More]
Other People’s Money
Today I invite you to consider the concept of “other people’s money.” What does this bring to mind for you? Maybe it’s how the big banks have gotten a little too comfortable with other people’s money. Or maybe you think of our Federal government. Maybe it’s something else. But I’d like to ask you to… [Read More]