Category: Financial Planning

Investment Withdrawal Strategies Under the New Tax Plan

March 15, 2018 / 3:53 pm

investment withdrawal strategies

With all the turmoil surrounding the new GOP tax plan, many individuals are feeling uncertain about how the new regulations will affect them. On December 22, 2017, Trump signed the Republican tax bill, ensuring that the changes will go into effect beginning January 1, 2018. Once you take a deep breath and consider the implications, this actually means that the …

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The Impact of Divorce on Women Over Age 50

March 6, 2018 / 4:00 pm


Statistically, January is the most common month in which people file for divorce. Whether this has to do with freezing temperatures, frozen emotions, or New Year’s resolutions remains to be seen, there are a number of financial considerations that you should address immediately if you are a woman over the age of 50 who is planning to get divorced. Gray …

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Yes, Financial Planning for Women IS Different

December 12, 2017 / 3:13 pm

financial planning for women

Let’s set aside issues of equal pay and equality in the workplace for a moment, although they do play an important role in what I’m about to say. Financial planning for women needs to be treated differently than financial planning for couples or men. Because of a number of factors that impact a woman’s earning potential, it’s important to make a financial …

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