Beyond Estate Planning: Don’t Die Without Doing This
Written by: Deborah Cartisser If we, as rational, intelligent beings, are aware of our mortality, why is it that most of us are unprepared for our own deaths? As a financial advisor, I have seen the messy situations created by those who depart with their financial world in disarray or cloaked in secrecy. I wouldn’t […]
Create Your Legacy: Lead With Intention, Plan With Purpose
Legacy isn’t just about inheritance—it’s about influence. Together, we’ll explore how women can use their wealth and time to reflect their deepest values. We’ll discuss annual giving, long-term estate design, and the legacy you create through your everyday actions—the way you live your life. This is your opportunity to lead with intention and plan with […]
Women Aging Alone
July 2025 7/11 @ 12:00 PM EST Aging is difficult for most and aging alone can be even more challenging. Learn the financial, medical, logistical, and legal things you need to consider to create the most supportive, ideal life for yourself. Watch Now
Financially Launching Your Kids
June 2025 6/6 @ 12:00 PM EST From college through their 20s, your kids need to know how to become financially independent. What do they need to be taught, and how can you help them prepare to manage their financial lives by themselves? Learn from Generation Z what they know, don’t know, mistakes they have […]
Helping Women Discover Their Passion
May 2025 5/2 @ 12:00 PM EST Having a deep sense of purpose in life lends itself to benefits such as better mental and physical health, a greater sense of fulfillment, longevity, and more satisfaction. We believe that discovering your passions is the most vital step towards achieving a more meaningful life. Join us […]
Financial Preparation for Women’s Retirement: Strategies for Saving, Investing and Planning
March 2025 3/28 @ 12:00 PM EST Learn what you need to know to prepare yourself for retirement, starting at any age. Understand how women can prepare themselves to have a more successful retirement by avoiding common mistakes. Watch Now
Essentials of Estate Planning: What Everyone Needs to Know
February 2025 2/28 @ 12:00 PM EST Join us on February 28th at noon as we discuss Essentials of Estate Planning: What Everyone Needs to Know, with attorney Debra Hedges, Esq., Partner at Borchers Trust Law. Learn the important aspects of every estate plan, what your documents can and can’t do, and how to ensure […]
Tips to Build, Grow and Protect Your Wealth
Written by: Deborah Cartisser Over my multi-decade career, I have worked with clients who were wildly successful, building multi-generational wealth from nothing, and others, who made millions and spent it all, ignoring our guidance, and ending their lives worrying about having enough. I was with a new client yesterday, who has amassed multi-millions, from a […]
What to do with Excess 529 Savings?
Written by: Deborah Cartisser May 29th, also known as “529 Day” is just around the corner so we wanted to update you on some things you can do with excess savings. 529 plans, also called college savings plans, are state sponsored savings plans, offering tax free growth on contributions made to qualifying accounts. Some states […]
When You Can Afford to Save More, Where Should You Put It?
Written by: Deborah Cartisser January is a great time to review your budget and determine how much you can save and what to do with the extra savings. Perhaps you received a raise or a bonus at year-end and want to know what to do with the excess. Where can you make the most significant […]
Tame the Holiday Chaos and Avoid Overspending
Written by: Deborah Cartisser Welcome to the most expensive time of the year. The holidays can be a stress filled race against time or they can be a joyous time spent with family & friends, inspired by the wonder of the season. With some planning and simplification, you might be able to experience more enjoyment. Are […]
The 2023 Massachusetts Tax Relief Act – What’s In It For You?
Written by: Deborah Cartisser On October 4th the Massachusetts Tax Relief Act was signed into law. It was an effort to increase the Commonwealth’s “competitiveness, affordability, and equity”, according to Governor Maura Healey. This is the first tax cut in the state in over 20 years. Note the difference between tax credits and tax deductions. A […]