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Let me tell you about unique challenges about money that women often face. There are many, but let’s focus on four.

  1. Women make less and work less,
  2. Women are the primary caregiver of aging parents,
  3. Women live longer than men, and
  4. Women lack confidence when it comes to money.
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To our friends who are tax and estate planning professionals, we hope your year is off to a great start. We wanted to say happy new year,... but it's already February already. Yikes
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Okay, so you started your own professional practice. Congratulations and welcome to the joys (and challenges) of business ownership. I should know, I’m an owner of a financial planning practice myself.
 
Speaking of challenges, we need to talk about taxes. At least some basics.
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Happy New Year!
 
This was certainly a year we are happy to see in the rear-view mirror. While there is still a bit of work to do, we’re hopeful for the future.
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