Personal Wealth

Divorce Insights – 8 Key Financial Considerations for the Breadwinner Wife

By |2024-11-04T17:07:00-08:00November 4th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Money issues are among the top three causes for divorce, with 22% citing it as the main reason. But finances could also be keeping couples together.  For one, the process is expensive—the average divorce costs $15,000 per person. For complicated splits involving custody disputes, expenses can easily tick up to $100,000. On top of [Read More]

6 top financial mistakes for women to avoid in a divorce (especially if you have significant assets)

By |2024-10-02T14:08:25-07:00September 29th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Ending a marriage is not cheap. Even the most amicable divorce can sap your finances if you’re not careful—especially if you happen to be female. In divorces among people over 50, women experienced a 45% decline in their standard of living (measured by an income-to-needs ratio), whereas men’s dropped by just 21%. For accomplished [Read More]

How cohousing can reshape your social sphere in retirement

By |2024-09-10T14:20:17-07:00September 5th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Connection through cohousing Imagine if, rather than barely knowing your neighbors, you run into them every day as you cross the courtyard. You share tools, trade garden vegetables, maybe attend the same workout class. This is the idea behind cohousing.  While the traditional home search focuses on finding the right space and hoping for [Read More]

How intergenerational living reduces loneliness and enhances well-being in retirement

By |2024-08-07T08:55:01-07:00August 7th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Intergenerational living is on the rise, and some say it could be the key to aging gracefully. According to census data, the number of people living with multiple generations quadrupled between 1971 and 2021, to 59.7 million. For many of them, the intergenerational arrangement saves money and improves their quality of life. Some experts [Read More]

Why investment process quality is key to investing success + our 5 step approach

By |2024-07-16T15:06:47-07:00July 14th, 2024|Blog, Financial planning tips and perspectives, Investment Management, Personal Wealth|

It’s natural to feel anxious about investing. Investors all want to make the best decisions when it comes to their money and wealth management—decisions that will help your portfolio grow bigger without excessive risk. However, the investment decision process can be overwhelming, given the many available options and pitfalls. And when you’re entrusting the [Read More]

What the evolution of wealth management means for Generation X and retirement

By |2024-04-08T16:12:50-07:00April 8th, 2024|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, Investment Management, Personal Wealth|

A recent financial literacy study from Investopedia shows Generation X (or Gen X) is invested in—and concerned about—retirement. Currently between 44 and 59 years old in 2024, Gen Xers recognize that it’s time to get serious about retirement savings.  The study showed the top 3 worries for Gen Xers are retirement (21%), followed by [Read More]

To lower your tax bill, avoid these 9 common tax-planning mistakes

By |2024-03-26T15:34:45-07:00March 1st, 2024|Blog, Financial planning tips and perspectives, Personal Wealth|

If you think your tax bill is too high, you’re not alone. Two-thirds of Americans feel like they spend too much on federal taxes—and that’s before tacking on property or state taxes. What if you could avoid some of the pains of tax season? From tax-deferred investing to charitable deductions and income deferrals, Americans [Read More]

Mastering longevity: Financial planning strategies for your health and your wealth

By |2024-04-25T16:08:26-07:00February 2nd, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]

Solo success: how to thrive financially as an independent woman

By |2024-04-13T18:04:11-07:00December 4th, 2023|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]

Securing your wealth: the crucial role of a fiduciary advisor in midlife and beyond

By |2023-11-15T16:39:49-08:00October 20th, 2023|Blog, Business Owners, Fiduciary, Investment Management, Investor behavior, Personal Wealth|

If someone asked you if your advisor is a true fiduciary, putting your interest above all else, do you know the real answer? Try asking that question to people you care about, and you might be surprised how many people don't know.  Despite the marketing messages, not all financial advice providers hold themselves to [Read More]

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