When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad topic that can address many issues. One area […] READ MORE
October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month. Based on the numbers, there’s a good chance that you or someone you know has been affected by breast cancer. Approximately […] READ MORE
Losing a spouse through death or divorce can be emotionally devastating and is often a difficult time to make important life decisions. Yet it’s this very time that attention needs to be paid to important financial matters such as retirement assets, budgeting on a single income, appropriate insurance, or reviewing Social Security benefits. Should you become […] READ MORE
Saving for retirement isn’t easy in ordinary circumstances. But with wage growth near non-existent and underemployment ridiculously high it becomes challenging for most and even harder for most women. According to a recent study, only 62 percent of women said they were saving for retirement, just 15 percent said they were saving enough and 22 percent […] READ MORE
A Strong Sense of Saving Women have become a stronger force than ever in the fight for equal pay in the workplace. With high hopes that one day men and women will be paid equally, women seem to be winning in one area already – saving. A Vanguard study of participants in the […] READ MORE
Everyone faces similar challenges in planning for their long-term financial goals, such as a successful retirement. But women seem to have a few unique obstacles to overcome. Fortunately, through a well conceived financial plan and implementing a solid strategy, women can alleviate those obstacles: Longer life expectancies – Women on average live seven years longer […] READ MORE