Women in Transition Blog

Post-Divorce: Money & Children

Going through a divorce is not easy for anyone involved. There are different kinds of pain that come along with divorce, such as emotional pain and financial pain. The pressure of not knowing the future of your own life, as well as the lives of your children, can be straining and cause major anxiety.

Read More »

Financial Steps to Take Before a Divorce

Wise moves to make before things are finalized. Before your divorce goes through, it would be wise to check up on financial matters. It would be better to assess the state of your financial life before the split rather than after.

Read More »

Women & Money Paralysis

A Decision Not Made may have Financial Consequences Not making a move may not be the best move to make! There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as

Read More »

Why You Want a Retirement Plan in Writing

Setting a strategy down may help you define just what you need to do. Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will

Read More »

Preparing to Retire Single

In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality dictates otherwise.

Read More »

Will You Change These Behaviors?

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior. Behaviors Worth Changing for the New Year:

Read More »

Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed

Read More »

Financial Fraudsters Preying on Boomers & Elders

Financially Secure Women Need to be Especially Careful If something sounds too good to be true, it probably is. If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number

Read More »

What Women Shouldn’t Retire Without

A Practical Financial Checklist for the Future When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years

Read More »

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.

Read More »

Do You Qualify?

To learn more about the professional history of our financial advisors, visit

FINRA’s BrokerCheck