Guiding You Through Change: Financial Planning for Widows
Losing a spouse is an incredibly difficult journey, but you don’t have to navigate your finances alone. Read my latest article to learn how to take control of your financial life after loss.
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.
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.
My New Website That Helps Women Take Control Of Their Financial Futures
I'm thrilled to share some exciting news with you – I've launched a new website focused on my dedication to serving as a financial advisor for women:
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.
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.
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.
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.
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.