Tag: Investment Management

Your Year-End Financial Checklist

Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year. Sifting through the numerous financial deadlines and planning opportunities coupled with the busy holiday season can be a bit stressful. To simplify year-end management of […]

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 […]