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Women’s Worth Part 5 – Women Have Wills
Women are frequently the last remaining member of their generation. That means they have the final say as to the disposition of their wealth and it is often a burden to them. I’ve had more than one client tell me that having… Read more »
Read MoreWomen’s Worth Part 4 – Investing
Let’s begin this discussion with a simple illustration. Women think of money as a pond, men view it as a river. Women believe that the money they have currently is all they will ever have, men see it as ever replenishing itself.… Read more »
Read MoreWomen’s Worth Part 3 – Leaky Dollars
When we talk about gaining control of our finances, once we know where we stand as it relates to a balance sheet, the next step is to control our leaky bank account. For most of us, as long as there is enough… Read more »
Read MoreWomen’s Worth Part 2 – Women Have Worth
We, women, have a tendency sometimes to put our heads in the sand around our money, thinking if we just ignore it, it will take care of itself. Unfortunately, this seldom works. We have to face this head-on, and the first step… Read more »
Read MoreWomen’s Worth – Introduction, Part I
When we talk about finance for women and men, there is a difference. Here’s why our conversation about money has to be different. Women live on average 8-10 years longer than men, meaning our money must last that much longer. This also… Read more »
Read MoreWhere Does Your Money Go?
Do you know where your money goes every moth? Many of us don’t, so let’s talk about Rachel. Rachel is a busy woman; she is an executive with a regional company, she has two teenagers at home and is single. Her children… Read more »
Read MoreYou’ve lost a spouse, be it through death or divorce.Now what?
When you are struggling with the emotions of losing a spouse, regardless of how it came about, it’s difficult to know what to do first. There are so many decisions being thrown at you and it’s overwhelming. Here is a list to… Read more »
Read MoreLosing a Spouse
Losing a spouse is a traumatic event, whether it is from divorce or death. When a person is put under that kind of stress, it can impact physical health as well as emotional and mental wellbeing. As a body focuses itself on… Read more »
Read MoreWelcome
Hey everyone and welcome to my new website. Next Step Financial, your place to flourish, is an exciting move for me and hopefully all of you. I’ve been a financial advisor for a long time and have worked with some great firms.… Read more »
Read MoreFamily Matters
When I can, I love spending time with my family. This has been a challenge this year since they are spread out, and with the travel restrictions in place. I have a son, daughter-in-law, granddaughter, and grandson living in VA. My son works… Read more »
Read MoreInvestment advisory services offered through Equita Financial Network, Inc. (“Equita”). Equita also markets investment advisory services under the name Next Step Financial. The foregoing content reflects the opinions of the author(s) and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.