Uncategorized Archives | Page 2 of 6

5 Financial Steps We are Taking Right Now with Clients

April 10, 2020

You are no doubt reeling from the recent events attributed to COVID-19. Stress and fear weigh on all of us […]

July 24, 2019

As members of the “sandwich generation,” many of our clients have parents who are at the age where financial scams

June 7, 2019

How did the new tax changes work out for you? Did you wind up owing more than you expected? Or

May 10, 2019

Having great performing investments won’t give you financial security if you don’t have a plan to protect them. If you

December 11, 2018

We recently reached out to Tara Coleman, Clinical Nutritionist in San Diego, California for ideas on how best to navigate

September 10, 2018

There are some major changes coming to spousal support and taxes beginning 2019 and this can have tremendous impact on

September 6, 2018

In the past few months we have met with a number of professional women going through divorce later in life.

August 27, 2018

Want to live life on your terms? Then find a great financial planner. We hear from many women who are

August 27, 2018

Many of our clients work for themselves or are considered 1099 employees at their firms and have inconsistent income. Some

August 1, 2018

Karen Roth, Holistic Nutritionist, joined WealthChoice Community on July 11th to share healthy eating tips around hidden sugars in our