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Women of Clarity Resources2019-12-06T17:10:04+00:00
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Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read the full article: 5 Financial Issues Only Women Face [...]

Investing in Index & Target Date Funds: A Closer Look for the Smart Investor

by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” perspective. As a result, passive index funds have gained a [...]

Investing in Index & Target Date Funds: A Closer Look for the Smart Investor

by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” perspective. As a result, passive index funds have gained a [...]

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend how to build an investment portfolio based on your specific [...]

By |February 19th, 2021|Categories: Investing, Women of Clarity, Women Of Clarity|Tags: , |

Cryptocurrencies

Cryptocurrencies The news is full of stories on “cryptocurrencies” – from the well-known Bitcoin to the infamous Dogecoin. But what are cryptocurrencies? Is this the new wave of the future or the next Beanie Babies fad? What are cryptocurrencies? [...]

By |June 11th, 2020|Categories: Investing, Women of Clarity|Tags: |

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!

6 Ways to Become Your CPA’s Favorite Client This Tax Season

6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and better proactive planning. Becoming your accountant’s favorite client this tax [...]

By |March 29th, 2021|Categories: Taxes, Women of Clarity, Women Of Clarity|Tags: , |

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read the full article: 5 Financial Issues Only Women Face [...]

The Marital Home in Divorce – Emotions vs. Economics

As someone contemplates divorce, one of the most common concerns, after custody of the children is whether either spouse will be able to continue living in the marital home.  Most likely, the home has significant emotional meaning.  It could represent heartfelt memories of raising your family during happier times [...]

By |April 11th, 2017|Categories: Divorce, Women of Clarity|Tags: , , |

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

Financial Lessons Learned from the Pandemic

Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting down our nation’s businesses and forcing our families to learn [...]

Financial Lessons Learned from the Pandemic

Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting down our nation’s businesses and forcing our families to learn [...]