4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

8 mins read

A Matter of Life: Suicide Awareness and Prevention

Motherhood can be a dream. Nothing compares to welcoming your own children into the world, to watching them take their first steps, to hearing their first words, to seeing them make friends, go to school, graduate, begin their careers, start families of their own... Motherhood can also be a nightmare. Nothing is more agonizing than…

5 mins read

Five BIG Money Mistakes Women Make in Divorce

More than half of all divorced women fear they will end up a “bag lady.” Even high net-worth women are concerned they’ll run out of money and won’t be able to support themselves or their families. I get it: I’ve been there. Living through my own divorce — and advising the numerous women with whom…