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Women Living Through Transition

Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.

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10 Ways to Prepare For Retirement

10 Ways to Prepare For Retirement

Regardless of your age, the thought of not having to work, but still enjoying a great quality of life is probably quite appealing. Retirement sneaks up on you as each year goes by faster and faster.

Regardless of your age, the thought of not having to work, but still enjoying a great quality of life is probably quite appealing. Retirement sneaks up on you as each year goes by faster and faster.

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Why We Get Buyer’s Remorse and Ways You Can Avoid It

Why We Get Buyer’s Remorse and Ways You Can Avoid It

We all have a certain emotional attachment to our money, which is very logical since we work hard to earn it. Sometimes we don’t always make the best financial decisions with our spending, especially when we are in heightened emotional states. Have you ever drooled over a certain item only to find that when you got it, you quickly felt terrible for the purchase?

We all have a certain emotional attachment to our money, which is very logical since we work hard to earn it. Sometimes we don’t always make the best financial decisions with our spending, especially when we are in heightened emotional states. Have you ever drooled over a certain item only to find that when you got it, you quickly felt terrible for the purchase?

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When Should You Start Financial Planning?

When Should You Start Financial Planning?

While we’ve all heard from time to time that the best answer is yesterday, there’s no way to go backwards and change the past. That’s why the best answer to this common question of, “When Should You Start Financial Planning?” is today.

While we’ve all heard from time to time that the best answer is yesterday, there’s no way to go backwards and change the past. That’s why the best answer to this common question of, “When Should You Start Financial Planning?” is today.

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What Does Urban Wealth Management Do?

What Does Urban Wealth Management Do?

Urban Wealth Management provides realistic and achievable financial planning for all stages of life. Life is ever fluid and your financial plan should be too. There is no one size fits all when it comes to planning—it should adapt to your changing lifestyle.

Urban Wealth Management provides realistic and achievable financial planning for all stages of life. Life is ever fluid and your financial plan should be too. There is no one size fits all when it comes to planning—it should adapt to your changing lifestyle.

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