I’m a small business owner, do I need additional liability insurance?
I’m a small business. Do I need additional business coverage and/or business liability insurance? How do I know what I may need? Where do I start? Read on for the 6 types of business insurance to consider, and how to acquire the correct type of business insurance and liability coverage.
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.
Do you have a digital financial life money organizer? Well, you should.
Do YOU have a DIGITAL FINANCIAL LIFE MONEY ORGANIZER? I developed a financial “Grab and Go” – a tool that helps clients collect and organize the financial documents you should bring with you in the event you had to leave your home suddenly. Today, my clients are using a digital version of their financial life money organizer. I have a process and tools that help my clients aggregate their accounts and important policies and documents into one, secure, online portal – which can be accessed from anywhere – at any time.
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.
Why financial planning is like trail-running
Why trail running and racing is a great metaphor for financial planning. I’m your partner in creating your GPS for your financial life - cheering you on and hugging you when you accomplish your goals!
Stock Option Ownership
Are you compensated in equity and/or equity options? Read on to understand how they work.
Heard from my daughters
I’ve learned so many things about financial planning through my four teenage daughters. Enjoy life. Use your assets wisely. Plan for the future. Strive for big goals. Be kind!
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?