Top 5 Financial Planning And Tax-Saving Strategies For High-Net-Worth Investors In 2025
As we move into 2025, it’s a great time to reassess your financial planning strategy to ensure you’re maximizing your retirement savings, aligning your investments with your goals, and taking full advantage of new opportunities.
👏Top 5 Financial Planning and Tax-Saving Strategies for High-Net-Worth Investors in 2025
Wrapping Up 2024: Reflecting and Announcing Exciting News for 2025!
As 2024 comes to a close, it’s the perfect time to reflect on milestones, celebrate achievements, and set intentions for the year ahead. I want to take a moment to share some exciting updates, celebrate the work we’ve done together, and highlight what’s in store for 2025.
Long-term Care: What is it? Do I need it? How do I plan and pay for it?
What is long-term care?
Do I need it?
How do I plan for and pay for it?
Top 5 Reasons to use a Donor Advised Fund, in honor of Donor Advised Fund Day
Charitable gift bunching, to take advantage of tax deductions.
Is it possible to create a Tax-Free Retirement? 🙏🏼
Creating a tax-free, or a tax-reduced, retirement is a goal many aspire to achieve, and with careful long-term planning and strategic financial decisions, it can become a reality. Here’s a comprehensive guide to help you navigate the path to a tax-free retirement.
Do YOU have an Umbrella Liability Policy?
Do YOU have an umbrella liability policy? Do you know what it is? Read on to learn about important insurance coverages you should have, and the questions to ask.
What is Social Security and how do I make it work for me?
What IS Social Security and how do I make it work for me?
Do you know how to recognize elder abuse?
Do you know how to recognize elder abuse? The most common types of scams are: The most common types of scams are:
🏅Sweepstakes and lottery scams,
❤️ Romance scam,
🏧 Cryptocurrency and gift card scams,
🤡 Imposter scams.
👩🏾🎓Happy 529 College Savings Day
Happy 5/29 - College Savings Day! Check out our top 5 reasons to consider a 529 plan for your loved ones’ education savings.
🚫 Top 10 Financial Mistakes to Avoid
Written from decades of experience serving my breadwinner women clients, this list of top 10 financial mistakes to avoid will provide food for thought and action items to improving your own money plan!
💪🏽 Thriving in Business: A Woman's Guide to Financial Prowess
Empowering breadwinner women - Thriving in Business - a Woman’s Guide to Financial Prowess
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day. As we commemorate this day, it's crucial to highlight the importance of financial empowerment for women. Despite progress in gender equality, women still face unique challenges when it comes to personal finance.
🧐 What should I do in 2024 to help my long-term financial plan?
Empowering breadwinner women - what financial planning moves should I make in 2024 to align and progress towards my long-term financial goals?
What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
Top 5️⃣ Tips to Take Advantage of your Benefits Open Enrollment Season 🍁
Top 5 tips to take advantage of your employee benefits open enrollment season.
Financial Action Items for 🏃♀️Falling into Fall for Women and Women Business Owners 💪🏽
Financial action items for falling into fall, for women and women business owners.
🐾 Happy Dog Days of Summer and Mid-Year Market Outlook 🔭
Welcome to the dog days of summer! And our Mid Year economic outlook — we’re moving on a Path Toward Stability.
🏳️🌈Financial Planning Tips for High Net Worth LGBTQ+ Families
Happy June and PRIDE 🏳️🌈 month!
Financial Planning Tips for High Net Worth LGBTQ+ Families: Securing Wealth and Building a Legacy
High net worth LGBTQ+ families face unique financial challenges and opportunities. In this blog post, we will explore key financial planning tips tailored to the specific needs of affluent individuals and families within the LGBTQ+ community. From wealth preservation and tax planning to legacy building and philanthropy, we will provide insights to help you navigate the complexities of managing substantial wealth while ensuring a secure financial future for yourself and your loved ones.
🎓Did you know that May 29th is also known as 529 College Savings Plan Day?
Happy 529 College Savings Plan day! What are 529 plans? What are the most recent and exciting developments, and how can I best use them to help my family save for future college and vocational education expenses.
Top tips to save the 🌎Earth and 💸 Money this Earth Day
This Earth Day 🌎 (Saturday, April 22, 2023), let’s focus on ways you can save money 💸 while saving the planet. Here are my top tips for accomplishing both.