Women's Resource Center
Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement? Are you single and planning for your future?
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Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement? Are you single and planning for your future? On this page, you'll find a wealth of information dedicated to women on:

  • our unique challenges and opportunities as women investors
  • budgeting tools
  • net worth calculators
  • risk tolerance profiler
  • financial planning tools
  • women's resource events

I hope this page will be a resource to you and inspire you to review and/or improve your portfolio and financial future. Contact me so we can make your new financial goals a reality!

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Quick FAQs

  • I'm marrying someone with bad credit. How will this affect me?

You are not responsible for your future spouse's bad credit or debt, unless you choose to take it on by getting a loan together to pay off the debt. However, your future spouse's credit problems can prevent you from getting credit as a couple after you're married. Even if you've had spotless credit, you may be turned down for credit cards or loans that you apply for together if your spouse has had serious problems. Read more

  • Should I be investing more aggressively?

There's no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. Read more

  • Should I sign a prenuptial agreement to protect my assets when I remarry?

Even if you never thought about signing a prenuptial agreement the first time you married, it's wise to consider it now, because marriage is often more complicated the second (or third or fourth) time around. You may have more assets now, or you may own a business or have children to protect. And because you've been through it before, you may be worried about the financial consequences of divorce or widowhood. Read more


  • Will I continue to receive Social Security based on my spouse's record after we divorce?

Yes. If you already receive Social Security based on your spouse's earnings record, you'll continue to receive it as long as you live (or in some cases, until you remarry) Read more

  • Should my partner and I buy a house together even though we're not married?

If you want to buy a home with your partner, you may be able to qualify for a larger mortgage than if one partner alone applied for the loan.

However, be aware that unmarried partners have some unique considerations that married couples don't have. Read more  

  •  Additional Information Resources for Women

Workplace and Business Ownership issues

Healthcare, Saving and Investing, Retirement, Insurance, Home Ownership, Miscellaneous and more... Read more


 Topics of Interest

  • How Women Are Different from Men, Financially Speaking

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.

Everyone wants financial security. But women often face unique obstacles that can affect their ability to achieve it. Let's look at some of these potential headwinds. Read More


  • A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren? Whatever your goal, you'll need a retirement income plan that's designed to support the retirement lifestyle you envision and help reduce the risk that you'll outlive your savings. Read More


  • Getting Help from a Financial Professional

Are you unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now. Read More


  • Why Women Need Life Insurance

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness. Read more


  • Adjusting to Life Financially after a Divorce

There's no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. Read more


  • Women and Money: Taking Control of Your Finances

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position. Read more


  • Women and Work: Why Salary, Benefits, and Work-Life Balance

As you progress along your career path, there's no telling how far you'll go. But to fully reap the financial rewards of all your hard work, you'll need to take charge of your own career. Here are a few issues you'll want to pay close attention to. Read more


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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.