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.
🧐 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
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.
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
5 Tips for Year-end Financial Planning
5 tips for year-end financial planning
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.
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?