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.
💪🏽 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 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 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.
Social Security Income for Women
Social Security Income for Women 👩🏾🤝👩🏼, and why it is important. Social Security income in retirement – do you know what that means? Well it can mean a LOT for your standard of living in your later years. And as women, we need to pay particular attention to our OWN earnings record, as well as combined spousal and ex-spousal strategies for maximizing potential social security income in retirement.
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. 😘
👩🏾🎓Smart financial moves for 2022 👏
Smart financial moves to make in 2022.
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.