One is based on personal experiences and the other is grounded in theories As the digital age reshapes traditional norms, a dramatic shift in the sources of financial advice is emerging among young investors. Betterment, a leading online investment company, recently surveyed 1,200 investors from Gen Z to baby boomers about their preferred sources of … Read More about Social Media Influencers vs. Financial Professionals

The statistics on longevity show that people are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns each of us faces are how many years we will need LTC and what it will cost. With the cost of LTC increasing year over year, not considering how it … Read More about The Importance of Long-Term Care Planning

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady for decades.1 With the unique stresses of operating a brand-new business, many women business owners may not … Read More about Succession Planning for Women Business Owners

As I can attest to, he loss of a spouse can be a devastating,life-changing event. Due to longer life expectancies, we, 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, I was only 43. Not only is there … Read More about Women – Moving Forward Financially After the Loss of a Spouse

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 … Read More about Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

Dear Valued Clients, Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch. They attributed the adjustment to the “expected fiscal deterioration over the … Read More about Navigating Market Setbacks