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Cybershock! Are Your Financial Accounts Secure?

By Rene Nourse
September 30, 2020
Recently—despite my habit of keeping strong oversight of my personal, professional, and business life—something wonky happened to me. Thankfully, I have a strong supporter in the form of an identity theft protection service.

online-security
3 Tips to Manage Breast Cancer and Financial Wellness

By Diane Manuel
September 29, 2020
As a woman Financial Advisor, I know financial planning probably isn't your first thought on hearing a cancer diagnosis. But soon you realize that fighting this disease will take a lot of financial resources. How can you get a handle on the situation?

lifestyle
personal-finances
health
insurance
women-and-money
College Corner: PLUS Loans

By Derenda King
September 23, 2020
Faced with high college prices, a growing number of families are turning to federal PLUS loans to cover the cost of a bachelor’s degree. At the same time, many are struggling to repay this debt. Here are some things parents should know before signing on the dotted line.

college-corner
family-finances
GIG Tips: Is Your 3rd Act Changing to a 4th Act?

By Rene Nourse
September 16, 2020
At UWM, we prefer the term "3rd Act" over "Retirement" because we've observed that folks are super busy once they stop working full time.

-covid-19
get-in-gear-
retirement-planning
longevity-planning
On the Road Again

By Diane Manuel
September 4, 2020
It’s the end of the summer. The Labor Day holiday. One last time to go on a road trip.

lifestyle
personal-finances
-covid-19
GIG Tips: Thinking Career Change?

By Derenda King
September 2, 2020
If your job no longer offers stable employment, or you've been desiring a career change, now could be a good opportunity to develop or enhance your skills to make a successful career change.

-covid-19
get-in-gear-
lifestyle
GIG Tips: Mindset Challenge

By Diane Manuel
August 19, 2020
Sometimes everything seems overwhelming. Sometimes our lives feel manageable. What’s your mindset? Are you hunkering down? Living in neutral? Or being bold?

-covid-19
lifestyle
women-and-money
personal-finances
College Corner: 5 Tips to Prepare for the First Year of College

By Derenda King
August 13, 2020
Starting college is a big transition and the coronavirus pandemic is making it even more challenging. Here are tips to help students build a foundation for college success.

college-corner
5-things
lifestyle
-covid-19
René Nourse Interviewed by Authority Magazine

By UWM
August 5, 2020
René Nourse talks with Tyler Gallagher of Authority Magazine, a publication that features interviews with thought leaders in business, film, sports and technology.

rene-nourse
lifestyle
GIG Tips: Seeking Money Mindfulness

By Millu Ramirez
August 5, 2020
As a result of the COVID-19 pandemic we find ourselves spending most—if not all—of our waking hours at home. Like me, many of you have been working remotely for months!

-covid-19
get-in-gear-
lifestyle
behavioral-finance
personal-finances
Pandemic Check-In

By Diane Manuel
August 3, 2020
August is National Wellness Month. And considering the state of world affairs, it’s a perfect time to do a quick check‑in. So how ya doing?

-covid-19
lifestyle
personal-finances
GIG Tips: Pandemic Cybersecurity

By Rene Nourse
July 21, 2020
A major goal in working from home has been to replicate the security of our office network. We've noticed other things while at home, too—like how many spam calls we get!—and have addressed these as well. Here are some tips to keep your financial life in protective mode, too.

-covid-19
get-in-gear-
online-security
lifestyle
Guest Blog: Caring for Elderly Loved Ones

By UWM
July 20, 2020
Certified Senior Advisor Loli Ramezani discusses available caregiving options.

elder-care
lifestyle
smart-women-savvy-money
guest-blogs
College Corner: 7 Things to Know about Choosing a Major

By Derenda King
July 14, 2020
Since deciding on a college major can be an overwhelming process, now is a good time to get started. Here are some things for your student to consider when choosing a major.

college-corner
lifestyle
GIG Tips: Planning for the New Normal

By Derenda King
July 6, 2020
Uncertainty is a given at some point in our lives. The following questions and tips can help you start thinking about opportunities to position yourself for the future.

get-in-gear-
-covid-19
investing
Guest Blog: The "New Retirement"

By UWM
July 2, 2020
Emphasis in retirement planning is generally finances—which is critically important—but it doesn’t address the potential emotional, psychological, intellectual and physical adjustments of moving into your "3rd Act."

retirement-planning
lifestyle
smart-women-savvy-money
guest-blogs
College Corner: Rising Seniors, Start Now to Boost Your Application

By Derenda King
June 12, 2020
Now is not the time to sit back and despair over the challenges of COVID-19. Instead, make a Summer College Plan of Action to take the stress out of your senior year.

college-corner
-covid-19
lifestyle
Get In Gear Tips: Not Out of the Woods Yet

By Millu Ramirez
June 10, 2020
If you've checked your 401(k) statements, you're probably relieved to see the value going up. Once again, wise investors are rewarded for staying calm. But the market is not the economy, and we're not quite out of the woods yet. Here are our tips for the coming weeks.

-covid-19
get-in-gear-
investing
stock-market
Get In Gear Tip: About New RMD Rules

By Rene Nourse
June 3, 2020
The changes in 2020 are definitely creating a "New Normal" for all of us. On top of everything else, we've had two major tax law changes since December. Here's an overview of how some of the changes could affect you.

-covid-19
get-in-gear-
retirement-planning
taxes
Get In Gear Tips: FAQs about Your Money and the Pandemic

By Derenda King
May 27, 2020
Get answers to some of the most commonly asked questions about your money and the pandemic.

-covid-19
get-in-gear-
personal-finances
Get In Gear Tip: Planning Ahead In a Changing World

By Millu Ramirez
May 20, 2020
We are all in the same storm, but not in the same boat.

Leer en Español

-covid-19
investing
get-in-gear-
en-espanol
Get In Gear Tip: Stay the Course?

By Diane Manuel
May 13, 2020
New day. New order. New world. Should you "Stay the Course"? Make changes? Sit tight and not be concerned? How can you control feelings of apprehension and fretfulness?

-covid-19
personal-finances
lifestyle
Guest Blog: Reverse Mortgages and You

By UWM
May 11, 2020
Reverse mortgages help many seniors live more plentiful lives. While you won't have a mortgage payment, you are still responsible for some home expenses. Janice Cohen explains.

retirement-planning
real-estate
smart-women-savvy-money
guest-blogs
College Corner: Mind the Gap

By Derenda King
May 6, 2020
Thinking of taking a gap year due to the pandemic? There are some important factors to consider before you decide.

-covid-19
5-things
college-corner
family-finances
Get In Gear Tip: Stuck in Quarantine?

By Diane Manuel
April 29, 2020
Don’t worry. We’re here to rescue you!

-covid-19
lifestyle
Get In Gear Tip: Who's Hiring?

By Millu Ramirez
April 22, 2020
Despite the current crisis, some companies are hiring right now to meet coronavirus-related consumer demands.

-covid-19
College Corner: Admissions Resources for these Uncertain Times

By Derenda King
April 10, 2020
In UWM's new blog feature, Derenda King provides four college admissions resources to help keep you informed in these uncertain days.

college-corner
-covid-19
family-finances
Get In Gear Tip: What you need to know about the CARES Act

By Derenda King
April 7, 2020
The U.S. government passed a roughly $2 trillion emergency aid bill—the Coronavirus Aid, Relief, and Economic Security (CARES) Act—designed to ease the economic distress brought on by the COVID-19 pandemic. Here’s what you need to know.

-covid-19
The Market has Cooties

By Diane Manuel
March 13, 2020
Yep. The stock market is sick. Literally.

stock-market
lifestyle
-covid-19
College Corner: 5 Keys to Cutting College Costs

By Derenda King
March 9, 2020
Welcome to our newest blog feature: "College Corner" featuring Financial Advisor Derenda King

college-corner
5-things
family-finances
Coronavirus = Market Correction

By Rene Nourse
March 5, 2020
In the past weeks our markets have hit all-time highs and then gone way down. Until there is a resolution for the coronavirus, we'll continue to see market volatility. What should you do?

stock-market
investing
-covid-19
Guest Blog: Get Ready to Sparkle and Shine in Every Interview

By UWM
March 1, 2020
An interview is like an audition. How do you ensure you sparkle, shine, and get a call back?

lifestyle
smart-women-savvy-money
guest-blogs
Does Your Comfort Zone Feel Like a Brick Wall?

By Diane Manuel
January 30, 2020
Is your comfort zone hemming you in and making your feel stuck? It's 2020—the start of a new decade. How about time for a change?

women-and-money
lifestyle
budgeting
behavioral-finance
SECURE is the Cure!

By Rene Nourse
January 9, 2020
In December 2019, a new tax law called the SECURE Act went into effect, making it easier to save for retirement. Here's what you need to know.

personal-finances
retirement-planning
family-finances
taxes
New Year, New You: Strategies to Improve Your Finances in 2020 and Beyond

By Derenda King
January 7, 2020
The new year is a powerful time to reflect on how you want to make positive changes in your life.

personal-finances
investing
retirement-planning
lifestyle
Making the World a Better Place Without Breaking Your Bank

By Diane Manuel
December 10, 2019
It’s a call of duty for many of us. Can charitable goals really work alongside personal financial goals and demands?

giving
lifestyle
personal-finances
End of Year Stuff to Know

By Rene Nourse
December 9, 2019
Next year is right around the corner! Here are some things you need to know and do to get ready.

personal-finances
retirement-planning
rene-nourse
René Nourse inducted into Marquis Who's Who

By UWM
November 25, 2019
UWM is proud to announce that René Nourse has been inducted into the prestigious Marquis Who's Who Biographical Registry for her role as a trailblazer in financial services.

rene-nourse
recognition-and-honors
Keep Your Wealth Tight

By Diane Manuel
November 20, 2019
Can you believe the decade is almost over? I want to make sure that you begin the 2020s making even better decisions, living an even better life, and staying on track to financial freedom.

personal-finances
budgeting
lifestyle
Guest Blog: Am I Ready to be a Landlord?

By UWM
November 2, 2019
As with any other investment vehicle, being a landlord has its challenges. (Ever heard of the 3 T's...?)

smart-women-savvy-money
guest-blogs
real-estate
investing
Let’s Groove!

By Diane Manuel
October 16, 2019
Getting your financial groove on requires consistency. Knowing what’s happening in your financial life will make you a financial rockstar.

personal-finances
family-finances
behavioral-finance
retirement-planning
You Could Be Losing $1 Million

By Diane Manuel
September 16, 2019
There is the gap between what women and men invest. And depending on their earnings, it's easily costing women up to $1 million apiece.

investing
retirement-planning
personal-finances
smart-women-savvy-money
women-and-money
"You're a Financial Planner... Now What?" Podcast with René Nourse

By UWM
September 4, 2019
René discusses the correlation between mentorship and next-gen success

rene-nourse
recognition-and-honors
smart-women-savvy-money
Guest Blog: Good Things Come to Those Who Plan

By UWM
September 3, 2019
Senior care consultant Jill Love shares retirement lessons that she learned from running. On your mark, get set...

retirement-planning
long-term-care
longevity-planning
lifestyle
smart-women-savvy-money
elder-care
5-things
guest-blogs
guest-blogs
Girl, Go Ahead! Get Your Wealth On!

By Diane Manuel
August 26, 2019
We do a lot. We’re single, married, or in committed relationships. We run our families, homes, businesses and, frequently, other people’s businesses.

investing
personal-finances
lifestyle
smart-women-savvy-money
women-and-money
What’s Up With The Market Now?

By Millu Ramirez
August 23, 2019
The stock markets have been experiencing some bumpy rides, and if you're worried about your investment accounts, you’re not alone. But it’s important to keep a cool head.

investing
stock-market
behavioral-finance
Guest Blog: 3 Things You Never Knew About Reverse Mortgages

By UWM
August 7, 2019
Reverse mortgages can sound a little scary, but there are some not-so-well-known perks to the loans. Reverse Mortgage Specialist Janice Cohen gives us her top three.

real-estate
couples-and-money
retirement-planning
estate-planning
guest-blogs
My Reason to Get Up

By Diane Manuel
August 5, 2019
"People & Purpose: Thoughts about Women, Philanthropy & Leadership. Learn. Act. Grow. Repeat." When I wrote this thought down, I didn't have any plans—in fact, I lost the note. When I found it a year later, I was shocked! What I wrote then is what I’m doing now. How?

lifestyle
giving
women-and-money
smart-women-savvy-money
Caring for Aging Loved Ones

By Derenda King
June 25, 2019
Every year, 2.8 million elderly people go to the ER for a fall—one fall every 11 seconds. Sadly, 3 of them will die from that fall—one every 19 minutes. What can you do to help your loved ones as they age?

elder-care
smart-women-savvy-money
estate-planning
retirement-planning
Why You Need an Estate Plan

By Rene Nourse
June 3, 2019
An estate plan details how you want your assets distributed after you pass. Women often overlook this aspect of financial planning, which can cause financial burdens for their children and other beneficiaries.

personal-finances
kids-and-money
estate-planning
Guest Blog: Tough Conversations With Elders Facing Dementia

By UWM
June 3, 2019
Elder care attorney R. Christine Brown presents five tough but important conversations to have with aging relatives, especially if they’re facing Alzheimer’s or dementia.

5-things
elder-care
lifestyle
health
guest-blogs
guest-blogs
Guest Blog: Thoughts About Style

By UWM
April 15, 2019
A great personal style starts with knowing your “Style Personality". There are four main Style Personalities that almost every woman fits into. Which one do you identify with?

guest-blogs
lifestyle
smart-women-savvy-money
women-and-money
guest-blogs
To Roth or Not to Roth? That is the Question!

By Rene Nourse
April 11, 2019
You've probably heard a lot about Roth-type retirement accounts. But what are they? What are the benefits? Are they really worth the hype?

retirement-planning
investing
longevity-planning
5-things
rene-nourse
Carol Jones: One of "30 Under 30" Most Powerful Interns of 2019

By UWM
April 9, 2019
Congratulations, Carol Jones, for being named one of the "30 Under 30" Most Powerful Interns of 2019 by Your Turn Intern.

recognition-and-honors
Guest Blog: What Does Your Season of Greatness Look Like?

By UWM
March 21, 2019
Many long to achieve their best without understanding what that means. Often people ask: “How can I go to the next level?” A different way to phrase this might be: “What does greatness look like for me?”

lifestyle
smart-women-savvy-money
guest-blogs
guest-blogs
Women! You, Too, Can Create Wealth!

By Diane Manuel
February 27, 2019
Frequently, I speak with women who are scared of making financial mistakes — and it paralyzes them. But you have a choices, and you have the power to change.

smart-women-savvy-money
women-and-money
investing
personal-finances
Guest Blog: Is Optimism Good?

By UWM
February 12, 2019
Can optimism make you more successful? Research suggests yes—but it might not work the way you think. Haley Barrows, of the USC Performance Science Institute, explains.

lifestyle
smart-women-savvy-money
guest-blogs
guest-blogs
René Nourse Appointed President of AAAA

By UWM
February 6, 2019
Congratulations again to René Nourse for becoming the 10th President of the Association of African-American Financial Advisors (AAAA).

rene-nourse
recognition-and-honors
Congratulations, René Nourse!

By UWM
January 14, 2019
Congratulations to UWM founder René Nourse, who is a recipient of the Five Star Wealth Manager award for 2019 — for the seventh time!

rene-nourse
recognition-and-honors
Guest Blog: Get Ready to Take Action

By UWM
December 11, 2018
Are you ready to embrace a new life? Keep reading… You could be closer than you think!

lifestyle
guest-blogs
smart-women-savvy-money
guest-blogs
Year-End Tax Planning: You Still Have Time!

By Rene Nourse
December 11, 2018
Five ways—plus one—to minimize your tax burden before year-end.

5-things
taxes
retirement-planning
investing
rene-nourse
Retiring or Changing Jobs? Don't Leave Your Money Behind!

By Rene Nourse
September 12, 2018
Thinking about changing jobs or retiring? Be sure to take all of your "nickels and dimes" with you when you leave. If possible, don't leave your retirement accounts behind!

retirement-planning
personal-finances
rene-nourse
Guest Blog: Planning Ahead for Medicare

By UWM
August 28, 2018
Avoid having to break the bank to pay for Medicare! Tips from our September webinar leaders.

smart-women-savvy-money
insurance
retirement-planning
longevity-planning
guest-blogs
guest-blogs
René Nourse - L.A. Business Journal Most Influential Wealth Managers

By UWM
August 7, 2018
René Nourse has been named one of the Most Influential Wealth Managers in Los Angeles by the Los Angeles Business Journal.

rene-nourse
recognition-and-honors
Spies in Your Home? 5 Ways to Protect Your Security and Privacy

By Rene Nourse
August 2, 2018
I love my smart devices, but could they be spying on me? Here are some tips on how to guard your security and privacy at home.

5-things
lifestyle
smart-women-savvy-money
online-security
rene-nourse
Is My Teen Money Smart? 5 Things To Teach Them About Finances

By Diane Manuel
July 25, 2018
Before you know it, your teen will be talking about college, a job, their own place. Talk with your teen now about getting money-smart. Here are 5 key questions.

5-things
kids-and-money
family-finances
personal-finances
Which Way Should I Go? 5 Ways to Keep Your Child On Track

By Diane Manuel
July 11, 2018
Children. No two are alike. Here are five things to help them stay on track in finances and everyday life.

5-things
kids-and-money
lifestyle
family-finances
Guest Blog: Julia Child, Bill Gates, and Babe Ruth Did It... and You Should, Too!

By UWM
July 10, 2018
If we don’t like the work we’re doing, or if we have problems interacting with the people with whom we work, we can feel drained.

smart-women-savvy-money
lifestyle
women-and-money
guest-blogs
guest-blogs
What's Your Investment Policy? 5 Things About Your IPS

By Diane Manuel
June 20, 2018
An IPS includes policies and behaviors to guide you toward meeting your financial goals and objectives. Here's what you need to know.

5-things
investing
personal-finances
smart-women-savvy-money
Should l Pay Off My Mortgage Early?

By Rene Nourse
June 13, 2018
Are there advantages to paying off a mortgage early? Of course. But there could also be disadvantages based on your current financial standing.

taxes
retirement-planning
behavioral-finance
credit-and-debt-management
real-estate
rene-nourse
Guest Blog: Sarah Greenfield on Sugar

By UWM
June 7, 2018
Sugar is a drug and there's a dealer on every corner! What causes sugar cravings? What can you do to decrease your reliance on sugar?

lifestyle
guest-blogs
smart-women-savvy-money
guest-blogs
The Difference Between Income and Wealth — and 5 Steps You Can Take

By Diane Manuel
June 6, 2018
There's a stark difference between earning money and being wealthy. Here are five ideas to get you on track to grow your wealth.

5-things
women-and-money
personal-finances
smart-women-savvy-money
5 Steps to Becoming a Financially Fit Woman

By Diane Manuel
May 23, 2018
Do you manage a home budget confidently? Apply the same skills to long-term goals. Here are 5 ways to take charge of your financial future.

5-things
smart-women-savvy-money
personal-finances
women-and-money
Guest Blog: Tax Reform and Your Taxes

By UWM
May 21, 2018
The 2017 Tax Cuts and Jobs Act (TCJA) is the largest piece of tax reform legislation in 30 years. Will your taxes be affected this year?

taxes
personal-finances
smart-women-savvy-money
guest-blogs
guest-blogs
Your Life, Your Legacy: Mixology on a Misson

By Diane Manuel
April 30, 2018
A conversation with activist bartenders Laura Genao & Veronica Gutierrez about mentoring, sports, social justice & cocktails.

your-life-your-legacy-
nonprofits
giving
lifestyle
Are Your Social Security Benefits Secure?

By Rene Nourse
April 23, 2018
How does Social Security work? And will it still be there when you are ready to retire?

smart-women-savvy-money
retirement-planning
5 More Things to Know About the TCJA

By Rene Nourse
April 12, 2018
The financial services and accounting industry has been busy interpreting the Tax Cuts & Jobs Act and ways to implement the changes. As a follow-up to our earlier blog, here are 5 more things you need to know.

5-things
taxes
personal-finances
retirement-planning
Guest Blog: Goals vs. Resolutions

By UWM
March 8, 2018
Did you set any resolutions this year or goals for the upcoming months?

guest-blogs
smart-women-savvy-money
lifestyle
personal-finances
behavioral-finance
guest-blogs
Guest Blog: Swipe Right To Your Perfect Successor Trustee

By UWM
February 16, 2018
Like online dating, choosing a successor trustee for your trust can feel like a hit-or-miss decision. Estate planning attorneys Zakiya Norton & Somita Basu share some tips to help make the decision a little easier.

estate-planning
smart-women-savvy-money
family-finances
guest-blogs
guest-blogs
What’s Going On With the Stock Market?

By Diane Manuel
February 8, 2018
The stock market declines one day and then increases the next. Feels a bit jarring, right? What’s really happening?

5-things
investing
stock-market
5 Things to Know About the Tax Cuts & Jobs Act (TCJA)

By Rene Nourse
February 6, 2018
No doubt you are curious about the impact the new tax law will have on your personal finances. While some aspects of the law are still in flux, here are some things you ought to know.

5-things
taxes
personal-finances
real-estate
couples-and-money
A smart philanthropist’s guide to giving back

By Diane Manuel
December 26, 2017
Making a New Year's Resolution? Diane Manuel has some excellent tips for incorporating philanthropy into your everyday life in the coming year.

giving
nonprofits
lifestyle
Guest Blog: Fashionistas, You Need a Plan!

By UWM
December 1, 2017
December will be over before you know it, so here is a preview of our January Smart Women—Savvy Money Webinar, with guest blogger Jana Coke.

lifestyle
guest-blogs
smart-women-savvy-money
guest-blogs
Your Life, Your Legacy: "It's So Fun!"

By Diane Manuel
November 28, 2017
A conversation with Diane Reichenberger, VP at Mattel and cofounder of The Women’s Accelerator, a mentoring program for professional women, about finding her groove as a volunteer/philanthropist.

your-life-your-legacy-
giving
lifestyle
Health Savings Accounts: A Major Trifecta!

By Rene Nourse
November 28, 2017
Open enrollment is here again! And if you're not using a Health Savings Account (HSA), you could be missing out on tremendous tax advantages now and a powerful tool to build retirement income for later.

health
retirement-planning
taxes
insurance
long-term-care
5 Things about Year-End Giving

By Diane Manuel
November 27, 2017
#GivingTuesday is a great time to think about your giving plans. Here are 5 tips to help you be strategic and intentional.

5-things
giving
taxes
retirement-planning
René Nourse: A Woman to Watch!

By UWM
November 27, 2017
René Nourse has been named as one of InvestmentNews' 2017 Women to Watch.

rene-nourse
recognition-and-honors
René Nourse named Five Star Wealth Manager

By UWM
November 26, 2017
Once again, René Nourse has been selected as a winner of the Five Star Wealth Manager Award, as highlighted in Los Angeles Magazine.

rene-nourse
recognition-and-honors
Big-Ticket Buying 101

By Rene Nourse
November 20, 2017
Black Friday and Cyber Monday are coming, and you can bet that stores will be offering deep discounts and credit incentives on big ticket items. But is it really the best time to buy?
Guest Blog: Lois Frankel on How to Get Their Attention

By UWM
October 17, 2017
If you've ever wondered why your ideas are overlooked or not taken seriously, here are 3 tips for communicating more powerfully at work.

lifestyle
smart-women-savvy-money
women-and-money
guest-blogs
guest-blogs