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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

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 Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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