‘Will that be separate checks?’ The merits of joint vs. separate bank accounts
USA TODAYPublished 1:54 Feb 13, 2024 If your goal is a romantic Valentine’s dinner, then that candlelit setting might not be the right moment to
‘Will that be separate checks?’ The merits of joint vs. separate bank accounts
USA TODAYPublished 1:54 Feb 13, 2024 If your goal is a romantic Valentine’s dinner, then that candlelit setting might not be the right moment to
How to create a budget for 2024: First, check out how you spent in 2023
A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023.
Where Will CD Rates Go in 2024?
Where Will CD Rates Go in 2024? With inflation easing, you may want to lock in today’s CD ratesSHOPPABLE SOLUTIONS It all depends on the
PlanStrongerTV: Signs your spouse is thinking about divorce
Last week I had the pleasure of sitting down with David Dean Dawson on PlanStrongerTV to discuss the topic “Signs Your Spouse is Thinking about
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The proliferation of so-called gray divorce — involving couples aged 50 and up — has also led to an increase in financial advisors seeking an industry designation that helps them add value during one of the most high-stakes and vulnerable moments in a client’s life.
Retirement Planning for Women
There are four main financial challenges women face when nearing retirement: the gender pay gap, having less money in their savings, taking time off work for caregiving duties and having a longer life expectancy. Learn about investment strategies, financial literacy and retirement lifestyle tips to start retirement planning today.
How’s your 401k doing after 2022?
How’s your 401k doing after 2022? For retirement-age Americans, not so well
How Financial Infidelity Can Affect Your Gray Divorce – Number 4 in the series on Gray Divorce
“Gray divorce” refers to couples 50 and older. To provide crucial financial information to gray divorce couples and their families
Gray Divorce: How You Can Survive and Thrive Financially – Number 3 in the series on Gray Divorce
“Gray divorce” refers to couples 50 and older. To provide crucial financial information to gray divorce couples and their families
Lili Vasileff recognized by myCPE on International Women’s Day
Lili Vasileff recognized by myCPE on International Women’s Day