Articles
Investment Advisor, Director of Advisors · 11 published articles
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented on “Women and Money: A Changing Landscape.”
Read more →As the holidays are rapidly approaching, the main concern I’m hearing is, “How am I going to pay for everything? Inflation is out of control!”
Read more →Congratulations, you’re retired!! All your hard work, savings, and financial planning have gotten you to this point, and now it’s time to kick back and relax, right? I’d give that thought a solid “maybe!” The truth…
Read more →Retirement planning as a solo ager means no shared safety net. Learn how to calculate your income gap, max out savings, and build a plan that works alone.
Read more →How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires practice.
Read more →It’s one of the most difficult experiences to go through, but almost half of married couples in the United States find themselves facing divorce. Whether your divorce is amicable or acrimonious, in most cases just getting…
Read more →As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on the other side of the table is a man. I can also state, with confidence, that…
Read more →Gen X’ers are not approaching mid-life and retirement the same way generations before have. Let's take a deep dive and see how they're changing both concepts.
Read more →Do you know how divorce can affect your Social Security Spousal Benefits? Many people aren't aware of how divorce affects your Social Security benefits in retirement.
Read more →Despite women's gains in business, many women are still fearful of finances. Find personal finance & investing advice to help women plan for retirement.
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