Wealth Protection Management Articles

Articles

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.

February 4, 2024

Articles

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

December 11, 2023

Articles & Blog

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

December 11, 2023

Articles

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.

November 23, 2023

Articles

Retirement Planning for Women

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.

November 7, 2023