by Lorraine Ell | Apr 27, 2023 | Finances
It’s no secret: just about everything impacts a woman’s financial status. A new job, a marriage, a divorce, a return to the workforce, a new business, an inheritance, a new baby—the list goes on and on. Each has the power to economically upend any comfort or...
by Lorraine Ell | Apr 26, 2023 | Financial Planning
You’re a smart lady. You work hard. You make good money. You should be jumping for joy…right? Instead, when March comes around with tax season nipping at your heels, you dread the letter from your CPA that tells you how much you’re going to owe this year. You worry...
by Lorraine Ell | Sep 24, 2022 | Finances
Whatever you think about inherent differences between men and women, research has made it clear that women face a much different set of challenges than men when it comes to financial and retirement planning. Of course, comprehensive financial planning is incredibly...
by Lorraine Ell | Jul 2, 2022 | Fiduciary
The answer is an emphatic YES! Determining whether your advisor is a fiduciary or not is one of the most confusing areas in the financial services industry made even more so because everyone has the same title: advisor. In the financial services industry there are two...
by Lorraine Ell | Mar 21, 2022 | Financial Planning
Our financial lives are complicated. Credit cards, bank, retirement and investment accounts seem to multiply as we move through life. You change jobs and start a new 401K or move and open a new local bank account. We often have so many accounts, we forget they exist....
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