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Women Investors

Financial planning for women has its unique and diverse challenges and excitements. We know your life circumstances do not define you or limit your ability to plan for the future. Whether you are divorced, single, widowed or married and taking the lead of the financial decisions, we are honored to educate and assist you in:

  • Investment Planning
  • Retirement Income Planning
  • Healthcare and Medicare Benefits
  • Social Security Benefits
  • Tax Strategies and Implications
  • Pension Maximization

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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