5 mins read

Five BIG Money Mistakes Women Make in Divorce

More than half of all divorced women fear they will end up a “bag lady.” Even high net-worth women are concerned they’ll run out of money and won’t be able to support themselves or their families. I get it: I’ve been there. Living through my own divorce — and advising the numerous women with whom…

3 mins read

The Smallest Amount of Money Required to Buy Shares

From planning for retirement to preparing for a child’s education, a number of reasons may make moms want to buy shares or look into investing. With many companies offering online trading, you can often buy shares at less expense than you could if you worked with a stock broker. How little money each share costs depends on the company you decide to use for your trades.

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

3 mins read

Divorce & IRA Accounts

During the course of a divorce, any assets you and your spouse had will need to be divided. With the help of your lawyers or a mediator, you will decide who gets what property, how to divide your savings and how to divvy up the retirement accounts. Splitting up the 401(k)s and the IRAs is a bit trickier than simply dividing a regular savings account.