❤️ Top Financial Moves to love yourself this Valentine’s Day
small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega

❤️ Top Financial Moves to love yourself this Valentine’s Day

Top Financial Planning moves to honor YOU this Valentine’s Day. Top financial moves to love yourself this Valentine's Day. YOU are your number one asset. Establish a sufficient emergency fund. Review and update your insurance needs and legal planning. Work with me to create your Life by Design financial goal plan. Celebrate your accomplishments. Weekly date nights with partner. Schedule your review!

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What should I be doing for my year-end 💵 planning?
retirement, philanthropy, investing, financial planning Catherine Valega retirement, philanthropy, investing, financial planning Catherine Valega

What should I be doing for my year-end 💵 planning?

What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.

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Top 5 Considerations when Evaluating the Need for Life Insurance for September’s Life Insurance Awareness Month.
financial planning, life insurance Catherine Valega financial planning, life insurance Catherine Valega

Top 5 Considerations when Evaluating the Need for Life Insurance for September’s Life Insurance Awareness Month.

Are you an active female executive or entrepreneur? Well I’ve worked in financial services for several decades, and I can still say, that discussing life insurance is still a difficult conversation – for all parties! So let’s dive right in. So here are the TOP 5 (sometimes difficult) considerations when evaluating the need for life insurance.

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Year-end Financial Moves to Consider + What I’m Thankful for
financial planning, IRA, insurance Catherine Valega financial planning, IRA, insurance Catherine Valega

Year-end Financial Moves to Consider + What I’m Thankful for

Check out our year-end financial strategies to consider, learn some quick money-saving tips, and read what we’re thankful for this year. Should you potentially consider a Roth IRA conversion, or a Qualified Charitable Distribution? Did you know you can use HSA and FSA funds to purchase menstruation supplies this year?

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Financial planning through the decades
financial planning, investments, insurance, benefits, business owner Catherine Valega financial planning, investments, insurance, benefits, business owner Catherine Valega

Financial planning through the decades

What is the secret sauce to financial planning through the decades? Read on as Catherine Valega, Financial Advisor and partner to her clients help clients from ages 20 - 80. We help you in each stage of your life with budgeting, student loan debt, benefits, insurance, investments, retirement planning and beyond.

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Partnering with widows
widows, financial planning, transition Catherine Valega widows, financial planning, transition Catherine Valega

Partnering with widows

If you are a widow, and do not feel financially secure, we need to talk. Many women say

that the loss of their spouse is the most traumatic event they have experienced in their

life, and I’d like to help guide you and support you during this next chapter of your life.

As a financial planner, we often share with our clients the 4 stages of transition

when dealing with the loss of a loved one. We partner with you, and empower you to survive with grace, and look forward to the next chapter in your life.

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