Wise Women

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, defer taxable income, and save for retirement. A Solo 401(k) plan consists of an employer contribution and an employee contribution. This type of retirement savings plan […]

“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 new diagnosis can impact not only your day-to-day routine, but also the people who are close to you. Finances can also be impacted. In fact, […]

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.

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 Year’s resolutions in the past, consider making at least one this year: Resolve to create a budget and stick to it. Build Your Budget As with […]