🏳️🌈Financial Planning Tips for High Net Worth LGBTQ+ Families
Happy June and PRIDE 🏳️🌈 month!
Financial Planning Tips for High Net Worth LGBTQ+ Families: Securing Wealth and Building a Legacy
High net worth LGBTQ+ families face unique financial challenges and opportunities. In this blog post, we will explore key financial planning tips tailored to the specific needs of affluent individuals and families within the LGBTQ+ community. From wealth preservation and tax planning to legacy building and philanthropy, we will provide insights to help you navigate the complexities of managing substantial wealth while ensuring a secure financial future for yourself and your loved ones.
🎓Did you know that May 29th is also known as 529 College Savings Plan Day?
Happy 529 College Savings Plan day! What are 529 plans? What are the most recent and exciting developments, and how can I best use them to help my family save for future college and vocational education expenses.
Top tips to save the 🌎Earth and 💸 Money this Earth Day
This Earth Day 🌎 (Saturday, April 22, 2023), let’s focus on ways you can save money 💸 while saving the planet. Here are my top tips for accomplishing both.
Top 5 tips for Women Business Owners in Honor of International Women’s Day 💃🏻
Top 5 tips supporting Women Business Owners in Honor of International Women’s Day.
❤️ 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.
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 Stages of Small Business Ownership and Tips for Navigation
Calling all entrepreneurs (especially women)!! Before you launch your business, educate yourself on the 5 phases of business ownership and tips for navigating them.
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.
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.
A bear 🐻 market is officially here thanks largely to stubbornly high inflation.
A bear 🐻 market is officially here thanks largely to stubbornly high inflation.
Happy June and PRIDE 🏳️🌈 month!
Happy Pride Month! We love helping our LGBTQIA+ clients with financial planning, investing, insurance, budgeting, education planning, and more.
Did you know May 29 is 529 College 🧑🏼🎓 Savings Day?
Did you know that May 29 is College 👩🏾🎓Savings Day? Read on for tips for saving, attending and paying👩🏻🏫 for college.
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
The TOP 3 financial concepts to teach girls in honor of International Women’s Day ✨.
The TOP 3 financial concepts to teach girls 👯♀️ , in honor of International Women’s Day 👩🏾🎓.
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.
Year-End Press Wrap-Up and Financial Tips
Catherine Valega and Green Bee Advisory - in the press — CNBC, MarketWatch, Reuters, Barrons, AARP.