Is Financial Incompatibility Posing Challenges in Your Relationship?
When you enter into a new relationship, it’s easy to get caught up in the excitement of getting to know your significant other. The sparks are flying, you’re enjoying your time together, you seem to have a lot in common, and you may start thinking about whether it could become something serious. Though your new love may check all the proverbial boxes for your ideal mate, it’s important to ask yourself whether there are any financial red flags that could amount to deal-breakers for you. Now, I know what you may be thinking: you should choose a mate based […]
Beyond Wealth: Crafting a Legacy Plan with Purpose and Passion
Legacy planning is more than just financial planning – it’s about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to ensure your values are preserved, your loved ones are taken care of, and your impact on the world endures for generations to come. In this article, I will share how you can go beyond wealth and create a legacy plan infused with purpose and passion. First: Estate Plan vs. […]
