Dec. 2020 As we prepare to round off another year, 2020 proved to be a year one would refer to as “an eye-opening moment in time”....

WHAT DOES ESG MEAN? #Sustainable investing allows you the consumer and client to align investment decisions with personal belief. I have...

Just as we continue to hear of the spread of the coronavirus and the markets continue to experience significant downturns, let’s address...

In one of my last reviews with a client, I was mortified, to sum up, that the bill for the last 8 weeks of her husband’s life far...

Plan to avoid these common money blunders. A recent survey found that over 60% of women feel they are better at handling money than men...

When we sent our oldest two kids to college, we were fortunate that both were going to a school that they were happy to be attending to...

When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security...

Instead of just spending the money, you could plan to pay yourself. About 70% of taxpayers receive sizable refunds from the Internal...

Let’s explore options from three sources where a surviving spouse may be eligible to collect a pension or income based on their deceased...

March 8 is International Women’s Day, a day to celebrate the social and economic progress and cultural achievements of women worldwide. ...

With the start of a new year, I firmly believe that the usual setting of resolutions and aspiration for fresh starts will once again take...

How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some steps that may help, whether you are...

As the year comes to a close, was it the year when you suddenly faced the terrifying reality of managing your own finances? Did you...

Do Women Face Greater Retirement Challenges Than Men? If so, how can they plan to meet those challenges? A new study has raised eyebrows...

The phenomenon of adult children moving back in to live with mom and dad, or as the coined phrase of “boomerang kids” indicates, isn’t an...

More women have become the primary wage earners in their households . Generations ago, life and financial roles were cut and dried...

A divorce is one of the most stressful circumstances a woman can experience. It can leave you feeling as if some things are beyond your...

After having the concept of Women & Wealth Solutions brew in my head for over 10 years, I finally decided to launch it for real. I knew...

Once again I am saddened that aggravation and frustration could have been avoided if only the wife had been engaged in her household’s...

After 55, do women think more about retirement than men? One recent survey found that to be true. Fidelity Investments polled 12,000...