by elizabeth | Feb 2, 2025 | Women & Money
It’s important to recognize that although we have a long way to go to make financial advice and decision-making more accessible for women, we’ve made quite a few strides in that area in the first quarter of a century. In part due to some incredible advancements in...
by elizabeth | Oct 1, 2024 | Our Philosophy
I will never forget the day my second son was born. It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital. As I shook off my sleep, my...
by elizabeth | Apr 24, 2024 | Women in Financial Transition
Did you know the average age of widowhood in the US is 59? That’s right. The loss of a spouse – an indescribable, disorienting loss- is likely to happen just as couples are beginning to plan their retirement. Do you know what’s worse? Typically, women are already at...
by elizabeth | Mar 26, 2024 | Retirement
Do you know your basic Social Security amount? Did you know you can increase the Social Security benefits you receive? Social Security provides income you can’t outlive. Retired people often rely on Social Security for around one-third of their income for 30 years or...
by elizabeth | Feb 27, 2024 | Retirement
Getting clear on cash flow is key to feeling confident about money, which is why over 74% of Americans have a monthly budget. Over your career, you’ve probably gotten comfortable setting a sensible budget that keeps you on track. But budgeting in retirement can throw...
