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 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.
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.
❤️ Top Financial Moves to love yourself this Valentine’s Day
Top Financial Planning moves to honor YOU this Valentine’s Day. Top financial moves to love yourself this Valentine's Day. YOU are your number one asset. Establish a sufficient emergency fund. Review and update your insurance needs and legal planning. Work with me to create your Life by Design financial goal plan. Celebrate your accomplishments. Weekly date nights with partner. Schedule your review!
✅ Top 5 TO-DOs for 2023 planning 🗓
Top 5 Financial Planning TO-Dos for 2023
What should I be doing for my year-end 💵 planning?
What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.
Top 5 Considerations when Evaluating the Need for Life Insurance for September’s Life Insurance Awareness Month.
Are you an active female executive or entrepreneur? Well I’ve worked in financial services for several decades, and I can still say, that discussing life insurance is still a difficult conversation – for all parties! So let’s dive right in. So here are the TOP 5 (sometimes difficult) considerations when evaluating the need for life insurance.
Happy June and PRIDE 🏳️🌈 month!
Happy Pride Month! We love helping our LGBTQIA+ clients with financial planning, investing, insurance, budgeting, education planning, and more.
5 easy ways to honor EARTH 🌎 DAY and 5 top tips for Spring 🌷cleaning in your financial 🏡 house.
5 Easy Ways to honor Earth Day and 5 top tips for your Spring Financial House Cleaning
Who do you love ❤️? Top 3 financial tips to help you show your love😘.
Who do you love❤️? Check out our top 3 financial 💰tips to help you show your love. 😘
Year-end Financial Moves to Consider + What I’m Thankful for
Check out our year-end financial strategies to consider, learn some quick money-saving tips, and read what we’re thankful for this year. Should you potentially consider a Roth IRA conversion, or a Qualified Charitable Distribution? Did you know you can use HSA and FSA funds to purchase menstruation supplies this year?
Who Needs Long Term Care Insurance?
What is long term care insurance? Do I need it? How much will it cost? What are my options? Learn more about long term care insurance now, and contact me for your personal review.
Financial planning through the decades
What is the secret sauce to financial planning through the decades? Read on as Catherine Valega, Financial Advisor and partner to her clients help clients from ages 20 - 80. We help you in each stage of your life with budgeting, student loan debt, benefits, insurance, investments, retirement planning and beyond.
Partnering with widows
If you are a widow, and do not feel financially secure, we need to talk. Many women say
that the loss of their spouse is the most traumatic event they have experienced in their
life, and I’d like to help guide you and support you during this next chapter of your life.
As a financial planner, we often share with our clients the 4 stages of transition
when dealing with the loss of a loved one. We partner with you, and empower you to survive with grace, and look forward to the next chapter in your life.
The Four Foundations of Financial Literacy
The four foundations of financial literacy. Saving. Managing Debt Budgeting. Investing. For financially independent women, female executives and professionals, and women business owners.
What is Financial Planning?
What is financial planning, and can independent women benefit from financial planning?