Author: digital@trunorth-advisors.com

Travel the World in Your Retirement: Get the Most Out of Solo Travel

Article Summary The number one goal of women in retirement is traveling, followed by spending time with family and friends, and prioritizing time for hobbies. An increasing number of women traveling solo is driving growth in women’s tours.  Traveling comes with its share of expenses, and many women choose to prepare for those costs in… Continue reading Travel the World in Your Retirement: Get the Most Out of Solo Travel

A Values-First Approach to Financial Planning

Article Summary Many women avoid or delay financial planning because it may seem overwhelming or intimidating.  A values-based approach to financial planning can help some women feel more engaged in the planning process, especially those who find it intimidating Many women prefer to work with a female-vetted financial advisor to develop a financial plan, since… Continue reading A Values-First Approach to Financial Planning

Here’s How Financial Planning Supports a Happier, More Confident Life

Article Summary Money can’t buy happiness, but some research has indicated a link between financial planning and higher reported financial well-being.  According to a survey, the number-one stressor in women’s lives is personal finance. Some women find that having a financial plan helps them feel more organized and prepared. Feeling more prepared could potentially reduce… Continue reading Here’s How Financial Planning Supports a Happier, More Confident Life

6 Ways to Add More Financial Flexibility to Your Life

Article Summary Financial freedom for women can sometimes feel like an unachievable goal. Planning and flexibility play important roles in reaching financial goals.  Life transitions for women often come with financial implications, which is why flexible plans allow for a more seamless navigation through life’s changes. Many women find that expert financial guidance offers them… Continue reading 6 Ways to Add More Financial Flexibility to Your Life

Keeping Track of Your Assets: A Foundation for Financial Confidence

Article Summary Asset tracking is valuable because it centralizes an individual’s financial accounts to offer a more informed view of a personal financial landscape. Many times, financial overwhelm can be tied to a lack of visibility into the full financial picture. Tracking assets offers valuable clarity into all of an individual’s accounts and allows for… Continue reading Keeping Track of Your Assets: A Foundation for Financial Confidence

Managing Your Wealth through Life Transitions

Article Summary Life changes all the time, and many times those changes involve financial implications, which is why many women appreciate guidance from a financial expert. Women tend to navigate life transitions that are unique to them, from childbirth to career disruptions to caregiving and inheritance. Many times, women find that an experienced financial guide… Continue reading Managing Your Wealth through Life Transitions

Staying On Track When Markets Are Uncertain

Article Summary Changes in the stock market are common and expected. Long-term results, however, generally bend toward growth. Risk tolerance refers to a person’s emotional response to changes in the stock market, while risk capacity analyzes an investor’s financial ability to withstand risk. Financial advisors can help you determine your capacity for risk, help you… Continue reading Staying On Track When Markets Are Uncertain

How Single Women Can Prepare for Long-Term Care With Confidence

Article Summary First Single women aging alone face unique challenges related to more limited financial resources to tap into when it comes to retirement. These women need to consider the rising cost of long-term care as they review their retirement plans and goals with their financial advisor. It is never too early for single women… Continue reading How Single Women Can Prepare for Long-Term Care With Confidence

Women At The Wheel: Strategically Managing Wealth Transfers

Article Summary It isn’t easy to pin down a definitive answer on whether men or women handle the bulk of financial decision-making for a household, but it’s best to have a good understanding of your own personal financial landscape in order to make educated decisions. A financial advisor can help guide women through wealth transfers… Continue reading Women At The Wheel: Strategically Managing Wealth Transfers

How Independent Women Can Maximize Their Financial Outlook After Divorce

Article Summary Data indicates that the quality of life for women decreases more substantially than for men following divorce. If the financial aspect of a divorce is navigated with expertise and strategy, women can ensure that they benefit from certain advantages, including a fair distribution of assets and a court-ordered split of retirement benefits. Women… Continue reading How Independent Women Can Maximize Their Financial Outlook After Divorce