What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals
Are you unknowingly overpaying in taxes? As an Enrolled Agent and financial planner, I’m breaking down what this tax season taught me about preserving wealth, optimizing giving, and protecting your legacy — insights every high-net-worth household should know.
Mastering Equity Compensation: A Wealth Guide for High-Achieving Women in STEM 👩🏽🔬👩🏻💻🧬
This blog will explore the fundamentals of equity compensation, the unique challenges women in STEM face, and the opportunities available to them in managing their financial futures with confidence.
Top Financial Independence Tips for Women in Honor of International Woman’s Day
1. So what IS International Women’s Day?
2. I’m a woman seeking financial independence, what are the top tips I should know?
3. How do I support other women?
Update on Tariffs and Market Update - What you Need to Know
This past weekend, we saw a pause in new tariffs that were initially set to target imports from Mexico, Canada, and China. While these changes may bring a temporary sense of relief, it’s important to understand the broader context and how this could still affect the market and your investments.
Top 5 Financial Planning And Tax-Saving Strategies For High-Net-Worth Investors In 2025
As we move into 2025, it’s a great time to reassess your financial planning strategy to ensure you’re maximizing your retirement savings, aligning your investments with your goals, and taking full advantage of new opportunities.
👏Top 5 Financial Planning and Tax-Saving Strategies for High-Net-Worth Investors in 2025
Wrapping Up 2024: Reflecting and Announcing Exciting News for 2025!
As 2024 comes to a close, it’s the perfect time to reflect on milestones, celebrate achievements, and set intentions for the year ahead. I want to take a moment to share some exciting updates, celebrate the work we’ve done together, and highlight what’s in store for 2025.
Long-term Care: What is it? Do I need it? How do I plan and pay for it?
What is long-term care?
Do I need it?
How do I plan for and pay for it?
Top 5 Reasons to use a Donor Advised Fund, in honor of Donor Advised Fund Day
Charitable gift bunching, to take advantage of tax deductions.
Is it possible to create a Tax-Free Retirement? 🙏🏼
Creating a tax-free, or a tax-reduced, retirement is a goal many aspire to achieve, and with careful long-term planning and strategic financial decisions, it can become a reality. Here’s a comprehensive guide to help you navigate the path to a tax-free retirement.
Do YOU have an Umbrella Liability Policy?
Do YOU have an umbrella liability policy? Do you know what it is? Read on to learn about important insurance coverages you should have, and the questions to ask.
What is Social Security and how do I make it work for me?
What IS Social Security and how do I make it work for me?
Do you know how to recognize elder abuse?
Do you know how to recognize elder abuse? The most common types of scams are: The most common types of scams are:
🏅Sweepstakes and lottery scams,
❤️ Romance scam,
🏧 Cryptocurrency and gift card scams,
🤡 Imposter scams.
👩🏾🎓Happy 529 College Savings Day
Happy 5/29 - College Savings Day! Check out our top 5 reasons to consider a 529 plan for your loved ones’ education savings.
🚫 Top 10 Financial Mistakes to Avoid
Written from decades of experience serving my breadwinner women clients, this list of top 10 financial mistakes to avoid will provide food for thought and action items to improving your own money plan!
💪🏽 Thriving in Business: A Woman's Guide to Financial Prowess
Empowering breadwinner women - Thriving in Business - a Woman’s Guide to Financial Prowess
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day. As we commemorate this day, it's crucial to highlight the importance of financial empowerment for women. Despite progress in gender equality, women still face unique challenges when it comes to personal finance.
🧐 What should I do in 2024 to help my long-term financial plan?
Empowering breadwinner women - what financial planning moves should I make in 2024 to align and progress towards my long-term financial goals?
What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
Top 5️⃣ Tips to Take Advantage of your Benefits Open Enrollment Season 🍁
Top 5 tips to take advantage of your employee benefits open enrollment season.
Financial Action Items for 🏃♀️Falling into Fall for Women and Women Business Owners 💪🏽
Financial action items for falling into fall, for women and women business owners.