Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and generate nearly $1.8 trillion in revenue annually.1 If you are a female entrepreneur, you help create these stunning … Read More about Financial Planning for Female Entrepreneurs

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Becoming a widow at any age can be one of the most difficult challenges a woman must face. Not only is there the emotional loss of a spouse, but also the … Read More about Moving Forward Financially After the Loss of a Spouse

We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during 2022 and a resulting tough period for stock … Read More about Reasons for Optimism

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you’ll be entitled to a distribution of your vested balance. Your vested balance always … Read More about Changing Jobs? Know Your 401(k) Options

What are the tax issues related to divorce? If you’re separated or divorced, it’s important for you to become familiar with certain tax issues. Familiarity with the tax consequences of your financial and personal decisions might cause you to alter your plans in some areas. You should be aware of the tax impact of your … Read More about Tax Issues Related to Divorce

Creating a financial plan from scratch may seem like an overwhelming task; however, having your tax information as a reference may significantly assist this effort. Here are some ways to learn more about how your income tax return provides clues for the financial planning steps to take during the upcoming year. Tax Information Might Influence … Read More about Tax Planning and Financial Planning Go Hand in Hand