6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good retirement planning…
Deena WatsonMarch 15, 2022
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
Deena WatsonNovember 18, 2022
Whether you’ve just recently retired, or it’s coming up in the next few years, it’s possible you may be feeling some financial uncertainty regarding your readiness for retirement. Before making…
Deena WatsonJanuary 4, 2023
WHAT TO DO IN A DOWN MARKET? "History provides a crucial insight regarding market crises: They are inevitable, painful, and ultimately surmountable." ~Shelby M.C. Davis, founder and former mutual fund…
Deena WatsonJune 16, 2022
You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…
Deena WatsonDecember 12, 2022
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
Deena WatsonDecember 12, 2022
No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart…
Deena WatsonMarch 1, 2023
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
Deena WatsonJanuary 27, 2022
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money and wealth management are particularly terrifying. In fact,…
Deena WatsonJanuary 27, 2022