Let’s see. Where did we leave things? Oh, yes! In our last piece, we talked about your options for Long-Term Care Insurance and the importance of protecting yourself and your loved ones from the burden of long-term care. Now, let’s talk about the issues surrounding being the caregiver and ways you can discuss options with […]
When it comes to long-term care, many women assume that the need for it is likely far down the road. But the truth is, planning for it might need to start now.
While women have always been statistically less likely to take control of their finances or increase their financial literacy, pandemic impacts have certainly compounded the problem. Single women and women of color, in particular, have faced unemployment setbacks since the beginning of lockdown and stay-at-home orders in the spring of 2020. Women in the workforce […]
If you’ve already filed your taxes…congratulations! You can check one major “to-do” off your list for a while. Collecting and organizing all that information is time consuming and something we all dread every year – so why not make the most of it? When you put everything together for your accountant (or for some of […]
You may not be aware that some financial planners will charge you on an hourly basis for their advice. Why would you want to engage an advisor on an hourly basis? There are a variety of reasons this may be a good choice for you. You Don’t Have the Minimum Assets Many Firms Require A […]
It seems that every day I notice another article or study on Gender Lens Investing. This isn’t surprising considering that there are now at least 35 options of gender lens funds. What is Gender Lens Investing? Gender Lens Investing is a subset of “Impact Investing”; that is investments that are made to have a positive […]
I was recently asked to participate in a discussion related to questions women should ask when interviewing a financial advisor. I started to reflect on the women who had interviewed me who clearly wanted to make sure they were properly vetting the person who would handle their life savings, but just weren’t sure what questions […]
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few negative consequences. But […]
If You Have Unrealized Losses 2020 was a wild ride for a lot of companies. If you have a stock or mutual fund in a taxable account that was on the losing end of this pandemic, consider selling (“realizing losses”) to offset any gains you have. Capital losses that exceed capital gains in a year […]
