Women are taking charge and outperforming men in aspects of investing. The financial landscape is undergoing a historic transformation as the “Great Wealth Transfer” approaches, ushering in a new era…
Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips…
Most new widows have a lot of questions about financial matters. Below are the questions that I am most frequently asked, as well as my advice for helping women feel…
Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
