Lauren Smith Lauren Smith

My Passion Is Helping Women During Big Life Transitions

If you’re going through a divorce or have recently become a widow, your financial situation can shift dramatically. Although these changes often include a range of emotions, managing your money doesn’t have to add to your stress.

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Lauren Smith Lauren Smith

Sole Command: Mastering Finances As A Head of Household Woman

Embarking on the journey of managing your finances as a single woman marks a powerful step towards independence and financial empowerment. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I'm here to guide you through a few fundamentals of investing to help demystify the world of finance and provide you with the tools you need to build a robust financial foundation.

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Lauren Smith Lauren Smith

Fortify Your Finances: Proactive Financial Steps Every Woman Should Take In Her Relationship

In many relationships, women tend to find themselves taking a backseat at the financial table to their male counterparts or husbands. This is due to various historical, societal and cultural reasons – sometimes even preference. However, it's crucial for women to have a good understanding of their family’s finances, regardless of their current role as the head of the household, as financial literacy empowers them to make informed decisions, contribute to long-term planning and navigate unexpected changes with confidence. Today I’m sharing a few important steps every woman should take with her partner right now to protect herself (and her family) from potential uncertainty in the future, whether that be becoming a caregiver for your partner, becoming a widow or going through a divorce.

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Lauren Smith Lauren Smith

Navigating Big Life Transitions: Adapting Your Financial Legacy Plan

For many women, recent events such as divorce or the loss of a spouse have led to profound life changes. In the face of these transitions, it is imperative to revisit and adapt your financial legacy plan. Below are a few ways in which major life events can impact your financial legacy planning as well as strategies you may want to consider to adjust your financial approach accordingly.

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Lauren Smith Lauren Smith

Building Your Financial Legacy: A Woman's Guide to Long-Term Wealth

In the intricate tapestry of financial planning, the concept of a financial legacy stands as a testament to our ability to shape not only our own destinies but those of generations to come. For women, this journey of building a robust financial legacy is a profound and empowering endeavor. In this article, I share more about the concept of financial legacy, why women should prioritize its creation and how to set meaningful financial goals for a better financial future.

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Lauren Smith Lauren Smith

Year-End Finances for Women: Maximize Contributions & Optimize Tax Savings

The end of the year is a strategic time for fiscal planning, especially for women who are balancing family, career, and the ever-changing financial landscape. As a CERTIFIED FINANCIAL PLANNER™ professional with Green Financial Group, I'm here to guide you through this crucial period with strategies designed to maximize your contributions and optimize your tax savings.

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Lauren Smith Lauren Smith

Picking Up the Pieces: Navigating the Tax Bill Post-Divorce

As I sit down with clients in the wake of a divorce, one of the most daunting topics we encounter is the specter of shared tax liabilities. It's a common – but often unexpected – hurdle that many newly divorced women face, and navigating it requires a blend of emotional resilience and financial acuity. The dissolution of a marriage not only signals an emotional turning point but also marks a crucial financial transition. When the decree is finalized, and the dust begins to settle, you may find yourself with a shared tax bill— a remnant of a financial life you once planned together. Handling this responsibility can be overwhelming, but it's crucial to address it with both urgency and strategy.

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