Category: General

The Importance of Legacy Planning: 4 Key Steps

Taking the necessary steps to facilitate a smooth transition and confirm that the transfer of your estate is carried out properly doesn’t need to be incredibly complicated (although it can be). Below is a starting framework for planning for your legacy.   Step 1: Think About Your Plan It’s hard to create and implement a […]

Women and Wealth: Financial Advice for Recent Widows

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 in control of their new financial situation.   Q: My spouse handled most of the finances. Now, I am overwhelmed and am not sure where […]

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 […]