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Tag: Cents of Self

Cents of Self
June 22, 2021

An Estate Plan for Every Stage of a Woman’s Life

Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages. This blog is the final installment of a three-part Cents of Self series about estate planning for women.

Cents of Self
June 11, 2021

Suddenly Single [On-Demand Webinar]

Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.

June 9, 2021

The Latest Trends in College Admissions

College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.

June 4, 2021

Why Is Having an Estate Plan Important?

Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

May 10, 2021

Estate Documents Basics

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

May 6, 2021

Raising Financially Responsible Children [On-Demand Webinar]

In this on-demand webinar, financial advisors Libby Muldowney and Maureen Wright will show you how to tailor money lessons for your young ones, tweens, teens, and 20-somethings! You’ll also learn how personality can impact financial behavior.

May 6, 2021

A Mother’s Investing Wisdom

Financial advisor Janet Petran imparts financial wisdom she gained from her own experience of saving for retirement. She includes several investing tenets that have helped shape her own retirement savings philosophy.

March 28, 2021
financial steps to consider after divorce

Finally Divorced? Don’t Forget These Critically Important Steps

After your divorce decree is in hand, there are still several critically important steps you need to take to secure your financial future. Financial advisor Allison Alexander outlines several steps to consider and provides a post-divorce checklist in her recent blog post.

March 10, 2021
tips for families on utilizing tax credits for working families

Tax Planning for Working Families

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

December 17, 2020
adding money management to your New Year’s resolution list.

Is Money Management Part of Your Self-Care Regimen?

Self-care has been a popular topic in 2020. Have you thought about adding money management to your weekly regimen? With 2021 on the horizon, consider adding it to your New Year’s resolution list.

Cents of Self
November 24, 2020
Gifting Money to Family

What You Need to Know Before Gifting Money to Family

As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.

November 23, 2020

Financial Planning for First-Time Parents

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.