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Handheld calculator with 2022 on the screen

Get Ready for 2022!

Are you ready for change or worried about it? 2022 is on the horizon, and—thanks to changes in the past 18 months—many of us have new initiatives and priorities. We've got the skinny on new tax changes coming in 2022, so you can be sure you are taking the best steps you can to support your “Next New Normal”.

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Get CyberSecure! A Smart Women Savvy Money Webinar

Get CyberSecure! A Smart Women Savvy Money Webinar

More and more parts of our lives are digital—and connected through the internet for maximum convenience. Is your digital life as secure as it can be? Zenobia Millet will talk about what you should pay attention to and how you can keep your home and work devices and digital assets safe.

More and more parts of our lives are digital—and connected through the internet for maximum convenience. Is your digital life as secure as it can be? Zenobia Millet will talk about what you should pay attention to and how you can keep your home and work devices and digital assets safe.

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Person typing on laptop with overlay graphic of padlock and incomplete progress wheel

Retirement

Retirement

You’ve worked hard on saving over your lifetime! Let us help you manage your assets and prioritize your retirement goals.

You’ve worked hard on saving over your lifetime! Let us help you manage your assets and prioritize your retirement goals.

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Behind the Scenes with Reverse Mortgages: A Smart Women Savvy Money Webinar

Behind the Scenes with Reverse Mortgages: A Smart Women Savvy Money Webinar

Mortgage lending can seem mysterious, and reverse mortgages even more so. Used properly and at the right time, they are powerful tools for managing cash flow and protecting home equity. Janice Cohen, a licensed reverse mortgage specialist for more than 16 years, explains.

Mortgage lending can seem mysterious, and reverse mortgages even more so. Used properly and at the right time, they are powerful tools for managing cash flow and protecting home equity. Janice Cohen, a licensed reverse mortgage specialist for more than 16 years, explains.

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You Got This! 5 Tips for Maintaining Financial Wellness while Managing Breast Cancer

You Got This! 5 Tips for Maintaining Financial Wellness while Managing Breast Cancer

Money is one of the most overlooked factors in dealing with breast cancer. But breast cancer and financial planning/financial wellness can go hand-in-hand. “Financial toxicity” does not have to happen to you!

Money is one of the most overlooked factors in dealing with breast cancer. But breast cancer and financial planning/financial wellness can go hand-in-hand. “Financial toxicity” does not have to happen to you!

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Breast Cancer and Finances

Reverse Mortgage: A Potential Way to Advance Your Life

Reverse Mortgage: A Potential Way to Advance Your Life

It's good to have a clear understanding of the general rules about reverse mortgages—also known as Home Equity Conversion Mortgages (HECM). Without knowing much about them, people often see reverse mortgages as a negative experience. However, an HECM can be a potentially positive experience in your financial life.

It's good to have a clear understanding of the general rules about reverse mortgages—also known as Home Equity Conversion Mortgages (HECM). Without knowing much about them, people often see reverse mortgages as a negative experience. However, an HECM can be a potentially positive experience in your financial life.

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Hand holding a model of a house with $ signs floating up from it