Below you'll find a list of all posts from August, 2017
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice in Antarctica. Yes, that Antarctica. I have a client did it. It was something that she always wanted to do. Where do you want to go? What do you want to do? Can you visualize what it would …
By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential’s “Financial Experience & Behaviors Among Women 2014-2015” — which …
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1 Women now control more than half of the investment wealth in the United States. 48% of estates worth more than …
Disability insurance addresses lost wages that stem from an inability to work. Long-term care insurance, in contrast, addresses expenses associated with medical care provided to you in your home, a nursing home, a rehabilitation center, or an assisted living facility. Disability insurance policies may address either short-term or long-term needs for income. Short-term disability policies provide coverage on a temporary …
