Taxes and Debts — Oh No!
It’s still the beginning of the year, and tax time is just ahead. This is when many people take stock of where they are, financially. What might you get back as a tax refund? What might you owe? [...]
A window of saving opportunities is open — but only through Tax Day
The days between January 1 and tax filing day, April 15, 2019, represent a unique opportunity for retirement planning. During this time period, you can ‘true up’ your full contribution for 2018, [...]
Financial strategies for any stage of a women’s life.
I have been asked many times about rebuilding after the unexpected has happened. Let me ask three key questions. Is there anyone at all on whom you are at least partly financially dependent? What [...]
By Adrienne
Posted How Can a Financial Planner Help You in Your Divorce?
Going through a divorce brings so many challenges. Parenting plans for the kids, if you have any, all the changes in your daily routines and habits, very often a change in residence, loss of [...]
By Adrienne
In Divorce Finances, Financial Transitions, Investment Planning, Life Insurance, Long Term Care, Retirement Funding, Social Security
Posted Retirement Blindspots
We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not [...]
When Will You Have Enough to Retire?
It’s no secret that women face significant hurdles to achieving a financially healthy retirement. While married women face these hurdles in a partnership, divorced women find themselves solely [...]
Questions Every Woman Should Ask – Herself – Part Three
Part Three of a Three Part series discussing the important questions every woman should ask herself when considering her financial future. “I wish I had known.” “Why didn’t someone tell me?” [...]
Questions Every Woman Should Ask – Herself – Part Two
Part Two of a Three Part series discussing the important questions every woman should ask herself when considering her financial future. “I wish I had known.” “Why didn’t someone tell me?” “This [...]
Or Are You Part of the 77%?
According to LTC Almanac; Part I, 77% of consumers aged 30 – 65 think they should know more about long-term care insurance than they currently do. I’m not sure if the other 23% are already armed [...]
