Category: Financial Planning

Nobody Wants to Move Twice! How to Avoid a Double-Move When Buying a Home

As a result of the COVID-19 pandemic many people are considering a move in the near future for a number of reasons including needing more space, a change in work environment, or wanting a less urban lifestyle. As demand and prices for single family homes in suburban areas are skyrocketing, most buyers need the equity […]

Women and Wealth: The Unique Financial Needs of Women

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 and approaches to investing versus men. Women’s roles in the home and the workforce have changed significantly from my mother’s era, when the traditional role […]