If you find yourself overwhelmed by the number of accounts you have to manage — from retirement and investment accounts to bank accounts and trusts — you’re not alone. It’s all too easy to lose track of them all. Consolidating 401(k)s and other retirement...
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
There are many life-changing events that can affect a woman’s financial wellbeing, sense of security, and overall plan for the future. I, personally, have always planned (and saved) for the future, knowing in the back of my mind that circumstances could change at any...
Proactive Strategies for Lowering Taxes and Growing Your Financial Future Asking your accountant at tax time if there’s any way to reduce your tax bill doesn’t always help much. Proper tax planning involves looking at and understanding the tax implications of...
By Lindsey Simek, Financial Advisor Empower yourself with financial knowledge and take control of your future. Learn about the importance of financial independence for women. When it comes to us women, there are several reasons why money and finances may take a...
