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Category: Blog 2021

Why Women Need to Plan for Long-Term Care

June 15, 2021

As mothers, sisters and daughters, women are often counted on to be caregivers for family members in need. Whether it’s something as small as a cold or as debilitating as a terminal illness, women are typically the ones to care for and help out when a loved one is sick. But what happens when the caregiver is in need of her own care? Too many women are stuck facing this dilemma head on, instead of preparing for it while there’s still plenty of options, resources and time ahead. Below are a few reasons why it’s so important for women to plan for their own long-term care strategies now.

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Are you an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan

May 21, 2021

Medical professionals spend their lives caring for others, but that doesn’t mean their own financial well-being should be left on the back-burner. From the moment a doctor earns his or her MD to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas and questions. Here are five key components every medical professional should consider when putting together their financial plan.

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Studies Suggest Womens’ Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life)

May 18, 2021

A recent study found a universal gender gap in financial literacy between men and women. However, while women reported not knowing the answers to more financial questions than men, this wasn’t solely due to a lack of financial knowledge. Rather, it came from a lack of confidence in financial decision-making.1 Follow these five tips to boost your confidence and financially empower yourself or the women in your life.

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Ah! After Taxes: Is Now the Time to Hire a Financial Advisor?

April 20, 2021

Tax-season is finally over and hopefully the results of your 2020 return landed in your favor. But, what should you do now? Sure, you’ve gotten last year out of the way, but what about your future? What about the long-term? Now that you know your numbers, is it time to hire a financial advisor?

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