❤️ Top Financial Moves to love yourself this Valentine’s Day
small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega

❤️ 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!

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What should I be doing for my year-end 💵 planning?
retirement, philanthropy, investing, financial planning Catherine Valega retirement, philanthropy, investing, financial planning Catherine Valega

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.

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Social Security Income for Women
social security, women, retirement, entrepreneurship Catherine Valega social security, women, retirement, entrepreneurship Catherine Valega

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.

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Top 5 Considerations when Evaluating the Need for Life Insurance for September’s Life Insurance Awareness Month.
financial planning, life insurance Catherine Valega financial planning, life insurance Catherine Valega

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.

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Top Tips to combat Inflation in your budget 🧾
Catherine Valega Catherine Valega

Top Tips to combat Inflation in your budget 🧾

Inflation! 😱 The news outlets are shouting that at every opportunity. The CPI (consumer price index) un-adjusted 12 months ending in June 2022, was 9.1%. (source: BLS.gov) This is the highest CPI we’ve seen for 4 decades. So I decided to dive into the figures, to determine some of the KEY drivers of that 9.1%, and see if there are any substitutions or changes to make to spending habits to strive for a lower (personal) inflation rate.

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Do you know how to Invest with your Values 🌿?
Catherine Valega Catherine Valega

Do you know how to Invest with your Values 🌿?

Did you know, that not only can you LIVE according to the values that are important to you, but you can also INVEST according to those values?

This is what ESG 🌿 investing is all about – investing your hard-earned assets 💵 according to your values, so that your money can also support the companies that serve their customers in harmony with how you would want to be treated yourself.

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