March 2021

Do I Need a Will? What Is a Will? The most basic estate planning tool, a will is the legal document that states the actions you wish to be taken after your death in regard to: the disposition of your property;the guardianship of your minor children; and/or the administration of your estate Do You Need […]

FINANCIAL DECISIONS Choices… Too often I see clients who are riding the waves of life, trying to get their financial plan to work with their life plan. In short they are trying to retro-fit their finances to work with the life path they’ve already established. When the two do not meet, frustration, financial insecurity and

TEN MISTAKES SMART WOMEN MAKE WITH MONEY By: Lori M. Brand, Managing Director, SafeChoice Financial Group Mistakes are an inevitable part of life, we’ve all made them, and most likely will continue to as long as the demands of life push and pull us in unmanageable directions. Money poses its own unique set of challenges.

What is Financial Wellness? How do we define financial wellness? Many would describe it as the absence of debt and the ability to spend freely. Others would define it as being able to meet financial obligations while maintaining a healthy bank balance. However we define financial wellness, the bottom line is the feeling of security

STRAIGHT TALK ABOUT THE “A” WORD Lori M. Brand, Managing Director, BetterWealth for Women. I sat with a client the other day, who was discussing her employer-sponsored retirement plan. She wanted an investment that would provide her with NO risk, a guaranteed 8% – 10 % return,and a fair amount of liquidity, meaning she could

MISTAKES YOU MIGHT BE MAKING WITH YOUR 401-K By, Lori Brand, Managing Director of BetterWealth Financial Strategies For Women. Do you have an old 401-k plan from a previous job? If yes, chances are you’re leaving money on the table or worse losing money. It is estimated that approximately 45% of people with old 401-k