financial
Financial knowledge and literacy are key to planning a successful financial future. Financial knowledge is important particularly for women as they take control their financial future and begin making financial decisions. Financial literacy can give women the knowledge needed to grow confidence to make financial decisions and empower them to build their financial futures. Steps
Focusing on Retirement & Longevity Original Post from Raymond James Insights Financial resolutions for 2025 Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your beneficiaries
Family meetings ensure transparency, align wishes, and can prevent misunderstandings. “Estate planning is gloomy”. “Sharing wishes with my loved ones adds an extra burden for them”. “I don’t feel comfortable discussing finances with children/family”. If you have these thoughts whenever you think about preparing your estate plan, then it is time to change your perspective.