Thelma & Louise

And while there are often times when you might feel like you’re hurtling toward disaster, the solution is often a simple adjustment.

Changing Retirement Rules

Let’s take a moment to cover some of the highlights of the latest Federal legislation intended to make retirement easier for Americans, the Secure Act 2.0.

Equigravisphere

The one thing in the book Rocket Men that stuck with me was his description of the “equigravisphere.”

Has the Pandemic Altered Your Priorities?

Comfort in Context

You can have the best financial strategy, best investment portfolio, or the best estate plan, but if you’re not comfortable, what have you really accomplished?

The Necessaries of Financial Planning

So, when it comes to your retirement planning, what are some examples of “necessaries?”

Are We a Perfect Fit? Wealthcare for Women Case Study Series: Married Couple Preparing for Retirement

Welcome to our case study series! Today, we're talking about married couples preparing for retirement.

Are We a Perfect Fit? Wealthcare for Women Case Study Series: Women Dealing with Divorce

On today's case study series, we'll be talking about working with women dealing with divorce.

Are We a Perfect Fit? Wealthcare for Women Case Study Series: Working with Widows

Hi readers, and welcome to a unique series where I dive into the types of clients I serve best at Wealthcare for Women.