5 Stages of Small Business Ownership and Tips for Navigation
Calling all entrepreneurs (especially women)!! Before you launch your business, educate yourself on the 5 phases of business ownership and tips for navigating them.
Top Tips to combat Inflation in your budget 🧾
Inflation! 😱 The news outlets are shouting that at every opportunity. The CPI (consumer price index) un-adjusted 12 months ending in June 2022, was 9.1%. (source: BLS.gov) This is the highest CPI we’ve seen for 4 decades. So I decided to dive into the figures, to determine some of the KEY drivers of that 9.1%, and see if there are any substitutions or changes to make to spending habits to strive for a lower (personal) inflation rate.
Do you know how to Invest with your Values 🌿?
Did you know, that not only can you LIVE according to the values that are important to you, but you can also INVEST according to those values?
This is what ESG 🌿 investing is all about – investing your hard-earned assets 💵 according to your values, so that your money can also support the companies that serve their customers in harmony with how you would want to be treated yourself.
A bear 🐻 market is officially here thanks largely to stubbornly high inflation.
A bear 🐻 market is officially here thanks largely to stubbornly high inflation.
Happy June and PRIDE 🏳️🌈 month!
Happy Pride Month! We love helping our LGBTQIA+ clients with financial planning, investing, insurance, budgeting, education planning, and more.
Did you know May 29 is 529 College 🧑🏼🎓 Savings Day?
Did you know that May 29 is College 👩🏾🎓Savings Day? Read on for tips for saving, attending and paying👩🏻🏫 for college.
5 easy ways to honor EARTH 🌎 DAY and 5 top tips for Spring 🌷cleaning in your financial 🏡 house.
5 Easy Ways to honor Earth Day and 5 top tips for your Spring Financial House Cleaning
The TOP 3 financial concepts to teach girls in honor of International Women’s Day ✨.
The TOP 3 financial concepts to teach girls 👯♀️ , in honor of International Women’s Day 👩🏾🎓.
Who do you love ❤️? Top 3 financial tips to help you show your love😘.
Who do you love❤️? Check out our top 3 financial 💰tips to help you show your love. 😘
👩🏾🎓Smart financial moves for 2022 👏
Smart financial moves to make in 2022.
Year-End Press Wrap-Up and Financial Tips
Catherine Valega and Green Bee Advisory - in the press — CNBC, MarketWatch, Reuters, Barrons, AARP.
5 Tips for Year-end Financial Planning
5 tips for year-end financial planning
Why do I love Britney Spears?
Why do I love Britney Spears? She has done so much for female financial awareness.
I’m a small business owner, do I need additional liability insurance?
I’m a small business. Do I need additional business coverage and/or business liability insurance? How do I know what I may need? Where do I start? Read on for the 6 types of business insurance to consider, and how to acquire the correct type of business insurance and liability coverage.
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?
Who Needs Long Term Care Insurance?
What is long term care insurance? Do I need it? How much will it cost? What are my options? Learn more about long term care insurance now, and contact me for your personal review.
Do you have a digital financial life money organizer? Well, you should.
Do YOU have a DIGITAL FINANCIAL LIFE MONEY ORGANIZER? I developed a financial “Grab and Go” – a tool that helps clients collect and organize the financial documents you should bring with you in the event you had to leave your home suddenly. Today, my clients are using a digital version of their financial life money organizer. I have a process and tools that help my clients aggregate their accounts and important policies and documents into one, secure, online portal – which can be accessed from anywhere – at any time.
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.
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.
Why financial planning is like trail-running
Why trail running and racing is a great metaphor for financial planning. I’m your partner in creating your GPS for your financial life - cheering you on and hugging you when you accomplish your goals!