If you could eliminate one thing from your financial life, what would it be? When I asked this question to my entire list a few weeks ago in a survey, do you know what the No. 1 answer was? It was to eliminate debt. I’m not surprised, since we live in a society where debt [...]
Posts Tagged: Woman Financial Planner
What do women REALLY want?
“Tell Me What You Want, What You Really, Really Want” Oh, the question every man wishes he knew the answer to! Although I’d love to enlighten men everywhere as to what we as women really want, I’m actually just referring to what we want out of the financial services industry. You see, so many women [...]
Too busy to Date?
Today’s Ask the Expert features Val Brennan, Co-founder of www.ThreeDayRule.com Tell me about your business and how you help women? Well-educated, financially savvy women are a growing demo that is not being served by current dating sites. www.ThreeDayRule.com takes a unique approach. We are a first-of-a-kind curated (invitation-only) dating site designed to save busy professionals time [...]
The Best Marketing Tip Ever!
Carolyn Coyne’s company does three things: Creative Ideation, Production of those ideas, and Strategy and ROI. They work with several brands who target the female demographic and they also own an event called “Women in Business”, which honors and celebrates influential women in business through an evening panel and break-out groups.
Estate Planning for Nontraditional Couples
Willow McJilton assists clients in developing and implementing an estate plan to guard against a lack of financial security, unnecessary taxes, expensive Court and legal costs, and/or family conflicts in the event of death, incapacity and/or a transfer of wealth within a family.
Divorce Recovery Coaching for Women & Moms- Jeanie Rule
Too many amazing women suffer needlessly after divorce. Resources, time and support are all scarce for divorced moms, so it’s easy to forget that you can still have a beautiful life. However, with some smart strategies, the right support and encouragement, you really can create a life you love, in spite of your divorce.
As difficult as your divorce may be, the truth is you have the power to turn your life around for the better. And you can start right now. Today. You don’t need to wait for the slow passage of time to heal from your divorce. You can take action now – action that will set into motion a fulfilling, happy new life for yourself.
Women & Money Events in June
Summer is right around the corner and what better way to prepare for the season than to become a Financially Wise Woman! Make sure you sign up to attend these June events early as they will fill up quickly!
Tax Deadline 2012
Still scrambling to get your tax appointment in for the year? Well, the good news is that this year you have a few extra days to file. Taxpayers will have until Tuesday, April 17, 2012 to file their 2011 Federal income tax returns and California State Income Tax returns* and pay any tax due.
CPA- Ask The Expert with Natalie Asghari
Regardless of the economic situation we all need to file our tax returns and report our earnings to the Governmental agencies annually. The rules are the same regardless of your gender. It is important to be involved and understand the tax return that is being signed by both spouses because both parties are equally responsible for truthfulness, completeness and accuracy of the tax returns. There are number of tax saving techniques that can be utilized if planned timely and correctly. It is important to have a professional, reliable, trustworthy, and caring CPA who will help you to be on the right track. Of course, together with a great team of Financial Planner, Attorney, Investment Advisor and CPA you can be in much better position.
We do not expect everyone to become experts and understand all the complex financial transactions, but just to be involved and ask questions if something is not clear on the tax returns, financial reports and documents.
Happy Holidays!
During this holiday season, I want to let you know how much you mean to me. Your support and participation in the Financially Wise Women community means the world to me and helps me do what I love most…help women with their finances. Thank you from the bottom of my heart! Wishing you and your [...]


















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