We’ve touched on long-term care options in the past, but I’d like to dig into one option in particular: lump sum or paid-in-full options. But first I’m going to stray off topic for a moment and talk about inheritance. Why? Because many women might be about to come into some money. According to a 2024 […]
If you look around at your family and friends, you might notice an increasing trend: more and more people are choosing to stay single. This is especially true for women. According to Yahoo Finance, “Nearly 118 million Americans, or about 46% of those over 18 years old, are single, according to the U.S. Census Bureau. But […]
There is constant buzz out in the world about legacy planning: How much do you want to leave your heirs? How you should do it so they don’t get slammed with taxes? How can you set up your estate plan in a way that they spend the inheritance responsibly? However, there’s less talk about this […]
When it comes to women and finances, you’ll come across a lot of articles and self-help content that says we need to be more confident. But that’s not really the case. According to the Equitable Women and Wealth Study, “Women control more than one-third of all U.S. household financial assets, a share that is likely […]
Understanding investment account fees, particularly in vehicles like 401(k)s, can be challenging. However, it's important to understand these concepts to ensure you're making informed decisions about your financial future. So, let’s talk about common fees and understanding share classes. Deciphering Your Investment Fees While fees are a necessary part of investing (or receiving any service, […]
In 2023, #girlmath gained momentum on social media, poking fun at how people – women in particular - justify making frivolous purchases like handbags and vacations. And while I don’t want you to think I’m a financial advisor with no sense of humor…I can’t help but feel like the term “girl math” is detrimental to […]
As you may or may not have heard, some of you might be coming into some money. Like, a lot of money. It’s estimated that $84.4 trillion will be handed down through 2045 – and $30 trillion of that will be given to women. This is, obviously, good news for several reasons. For example, “a […]
When you think about the term “financial independence” what comes to mind? A young woman entering the real world for the first time and cutting financial ties with her parents? A woman leaving a relationship and figuring out her finances on her own? It might be the word “independent” that trips us up because that […]
The financial history of women in the United States is a story of determination, resilience, and progress – although not as quickly as many of us would like. When I look at the timeline of historical events below, I can’t help but feel like some pretty basic – yet, crucially important – rights were given […]
