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Tag: Cents of Self

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.

Article
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.

Article
August 12, 2020
Considering Divorce

Considering Divorce? How a Financial Advisor Can Help

If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Cents of Self Featured
June 26, 2020
Women and Disability Coverage: It’s human nature to think: nothing will happen to me, I’m fine.

Women and Disability Coverage

You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.

Cents of Self
February 6, 2020
Working Mom

Tax Planning for Working Families

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule. However, taking time to make a plan and expand your tax knowledge will often result in paying less tax this year and in future years.

Article
August 20, 2019
Women in STEM

Opportunities for Women in STEM

Over the past several years there has been more and more focus on education and careers in science, technology, engineering, and mathematics, often referred to as STEM. It’s no surprise […]

Article
June 20, 2019
Woman with coffee mug that says Like A Boss.

Use Your Side Hustle Now to Provide Financial Security Later

As more women work “side hustles” outside of their regular employment (e.g., Uber, Postmates, Task Rabbit, etc.), there is an opportunity for them to establish their own Solo 401(k) plan, […]

Article
May 20, 2019
Holding Hands

Coping with Serious Illness

“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A […]

Article
April 2, 2019
Women

The Gen X Jam

Members of Generation X range from 35 to 49 years old, sandwiched between the Boomers and Millennials, who factor in to create the Gen X Jam. Providing support for family, older and younger, carries substantial financial implications.

Article
January 11, 2019
Notebook and Pencil

How to Create a Budget You’ll Stick To

At the beginning of every new year, there are many opportunities to reflect on the past year and plan for the year ahead. Whether or not you have made New […]

Article
December 27, 2018
Hand holding a looking glass

Are You Ready for the Unexpected? The Power of Financial Projections

Certain events in your life are happy and planned – graduations, getting that job, and having a child. Other significant events may be sudden and unexpected – disability, divorce, and […]

Article
November 28, 2018
Womens Retirement Gap

Bridging the Retirement Savings Gap – Five Steps for Women to Prepare for Retirement

Recently I encouraged a female family member, a new college graduate, to take advantage of her employer’s retirement plan at her first “real” job. She responded that her future husband […]