Money Tips Archives

Have You Thought About Intergenerational Wealth Planning?

Article Summary Inheritance can be dramatic, if you are following Hollywood storylines. Imminent transfers of significant generational wealth will put women in control of sums of money they have previously not had to manage. Many women feel more confident in the options available to them after seeking guidance about wealth management from an experienced financial… Continue reading Have You Thought About Intergenerational Wealth Planning?

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

🎙️ Podcast: Marci Talks Money (and Life) Featuring Jenna Biancavilla

Listen to the Marci Talks Money (and Life) with Marci Grossman, C.P.A. & Jenna Biancavilla: Podcast Episode : April, 15, 2026 Join Marci as she talks with Jenna Biancavilla, Co-Founder of Svvy, a financial professional who wears many hats to serve and educate people about money.

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

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

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

Financial Literacy Test: Where Do You Stand with Financial Wellness?

Article Summary Throughout their lives, women face a number of changes that lead to financial questions. Many women choose to find an expert financial advisor to guide them through those milestones in an informed way. Some of the life changes that influence finances for women include salary inequities, career hiatus for child rearing, caregiving, and… Continue reading Financial Literacy Test: Where Do You Stand with Financial Wellness?

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

Cryptocurrency in 2025: What Women Over 40 Need to Know

Understanding the Hype and the Hesitation If you’re a woman over 40 and still unsure about cryptocurrency, you’re not alone. Despite years of media coverage, crypto aka digital assets is one of the most misunderstood areas in finance. Many smart, experienced women still find themselves asking, “Is this relevant to me?” or “Am I missing… Continue reading Cryptocurrency in 2025: What Women Over 40 Need to Know