Family
How Women Can Help Fill the Retirement Savings Gap
By: Michelle Petrowski, CFP®, CDFA There is certainly a gender gap issue that women face in pay, but there is also a larger one they face in retirement. Having left the workforce to raise families or care for aging parents, possibly having gone through a divorce and...
Increase Tax-Free Retirement Income With an HSA
By: Michelle Petrowski, CFP®, CDFA What’s an HSA? I have heard some say it’s like a Roth IRA on steroids. Health savings accounts (HSAs) are becoming more popular as high-deductible healthcare plans (HDHP) with this option become the norm. According to the IRS, a “...
Rebuilding Your Financial Future After Divorce
By: Michelle Petrowski, CFP®, CDFA If you are like most, your divorce ends with debt, and the last thing we are thinking about is retirement. I know, I've been there; nothing kills a retirement plan like a divorce. There are no student loans or government bailouts to...
5 Retirement Assumptions You Can’t Make Anymore
By: Michelle Petrowski, CFP®, CDFA We've all heard the adage "nothing can be certain, except death and taxes." This line of thought also applies to retirement, as society and financial markets change. Here are a few assumptions many Americans used to be able to make...
Top Strategies To Leverage Relationships Resulting In Business Success
Your relationships have lifetime value. Understanding the power and impact of every single meeting and how to leverage your network is key to consistent growth. Strategies will be shared on how to build and nurture authentic relationships, stay in touch by adding...
What Every Woman in a Committed Relationship Should Know About Money Conversations
Money, along with household chores and children, is one of the most frequently discussed topics in a marriage or domestic partners relationship. This makes sense – you deal with each daily. Yet, financial conversations can be challenging and filled with emotion at...
International Women’s Day 2019
March 8th is International Women's Day. It is a global day celebrating the social, economic, cultural and political achievements of women. The day also marks a call to action for accelerating gender parity. This year's theme is #BalanceforBetter. Better the balance,...
What’s in Your 401(k)?
There are many choices available today to diversify your 401(k) retirement account: index funds, mutual funds, target date funds, and more. A frequent question for investors is: “What are the best options for the most growth?” Understanding your asset allocation is an...
Tax Help for Your 2018 Filing
2018 Marginal Income Tax Rates and BracketsRevised Income Brackets and Marginal Tax Rates What are marginal tax rates? It’s the percentage of your income that you pay in taxes. Good news –the brackets (or income ranges) were lowered so most of...
Keep Your Day Job While Starting Your Business
Learn to use the best available resources so you can get it right the first time! Women comprise an increasingly growing faction of business owners, looking for flexibility, independence, and control. This FREE informational webinar is for women who are aspiring or...
Stepping Into The Confident Expert
4 Actions to move Coaches and Consultants from The Invisible Expert to The Highly-Paid, Confident Expert Ready to own your brilliance, make a bigger impact, and make the money you know you deserve? Imagine waking up in the morning and smiling at your calendar. It is...
How well do you receive money?
By: Liz WolfeI recently read a moving and insightful book called 365 Thank Yous: The Year a Simple Act of Daily Gratitude Changed My Life by John Kralik. It’s a true story of a man who completely turned his life around when he decided to write a thank you...
