Author: Kate Rode

Is It Selfish to Care About Money? Why Women Are Rethinking Wealth

Article Summary Older generations may have shied away from conversations about finances, but younger generations are getting more comfortable with it. Women should consider reframing traditional taboos related to financial discussions so they do not miss out on opportunities that could lead to improved financial security. Even if some women lack confidence about financial discussions,… Continue reading Is It Selfish to Care About Money? Why Women Are Rethinking Wealth

What Does a “Rich Life” Actually Look Like?

Article Summary Living a “rich life” does not necessarily correlate to actual riches. In fact, it signals purpose and joy. Achieving the “rich life” you would prefer often takes a shift in mindset around money’s purpose and a plan that aligns with your personal goals. Waiting to enjoy a “rich life” until retirement is not… Continue reading What Does a “Rich Life” Actually Look Like?

Advocating for Higher Pay: Why It Matters and How to Start

Article Summary Most people do not look forward to negotiating a salary increase. For women especially, negotiation conversations can be vital to capturing as much income as possible during working years. An increase in salary makes it easier for women to save for the future, invest and accumulate wealth. Advocating For Higher Pay: Why It… Continue reading Advocating for Higher Pay: Why It Matters and How to Start

The #1 Thing a Financial Advisor Does That Could Change Your Situation

Article Summary Most people find that their financial life could use more attention. Although a majority of people are not “excited “ about financial planning, many find that creating a long-term plan allows them to feel more comfortable about their futures. The guidance of a financial advisor may make the unknown easier to navigate.. The… Continue reading The #1 Thing a Financial Advisor Does That Could Change Your Situation

Spring Cleaning For Your Financial Assets

Article Summary The spring season is a time of new beginnings, which is why it is a great time of year to review financial assets. Some women use this time of year to revisit their financial routines and take note of any areas that they may want to review further. Many women choose to work… Continue reading Spring Cleaning For Your Financial Assets

Why Women Make Excellent Long-Term Investors

Article Summary Research suggests that the investment portfolios of women outperform those of their male counterparts. Women often make good long-term investors because of several character traits, including a commitment to a long-term plan. Some women find that working with a wealth advisor makes them feel more confident about achieving their financial goals. Why Women… Continue reading Why Women Make Excellent Long-Term Investors

Here’s What The World’s Most Successful Women Do Differently With Their Wealth

Article Summary Many of the world’s most successful women embrace specific habits when it comes to their wealth. Some of those habits include viewing money as a resource and professional services as part of a broader decision-making process. Many successful women choose to consult professionals as they evaluate wealth management decisions.   Here’s What The… Continue reading Here’s What The World’s Most Successful Women Do Differently With Their Wealth

Signs You May Appreciate Working With a Wealth Management Advisor

Article Summary More women are increasingly seeking the guidance of financial experts. Many women prefer working with a financial expert who understands the female experience. Working with a fiduciary advisor may offer women the opportunity to focus on the other important aspects of their lives, while a professional manages financial planning.   Signs You May… Continue reading Signs You May Appreciate Working With a Wealth Management Advisor

Financial Freedom: Steps to Creating a Work-Optional Lifestyle

Article Summary Retirement looks different for everyone, and it begins at different ages. Full retirement for Social Security benefits now officially begins at 67. Women often retire at a younger age than men for a variety of reasons. A “work optional” lifestyle often involves financial preparation for future expenses.   Financial Freedom: The Joy Of… Continue reading Financial Freedom: Steps to Creating a Work-Optional Lifestyle