Conversations About Money: Merging Your Finances
Written by: Deborah Cartisser You’ve found a partner, built a life together and now you’re thinking about moving in together. Before you get to all the fun decisions like where to live, and how to furnish your space, spend some time discussing how you will merge your money. Combining finances can be one of the most […]
Essentials of Estate Planning: A Must-Know Guide for Women
Life can be unpredictable, making it practical and empowering for women to have an estate plan. Whether you’re a busy professional, a dedicated mother, or someone going through significant life changes, an estate plan ensures your wishes are respected and protects your family from unnecessary stress. Everyone can benefit from estate planning regardless of income […]
Conversations About Money: The Prenuptial Agreement
Written by: Deborah Cartisser Conversations about money can be difficult and as a result, some people simply avoid them. Avoiding them can have negative consequences, so my goal is to call your attention to the conversations you need to be having. I’m going to cover a different topic each month with an explanation of the issue and what […]
Conversations About Money
Written by: Deborah Cartisser Money is a topic that many would prefer to avoid. It’s supercharged with emotion, family history, societal conformities, and factors related to our relationships. According to a Wells Fargo study, “Society has conditioned us to think that sharing financially related numbers is so taboo, that the only piece of information deemed more […]
Financial New Year’s Resolutions for 2025
Written by: Deborah Cartisser January is the time for new resolutions and setting goals to enhance our lives, physically, emotionally, mentally, and perhaps even financially. If you don’t have fiscal fitness among your resolutions, add it to your list. Some of the suggestions that follow can enhance your financial well-being. As you think about your […]
Gaining Control of Your Finances in the Divorce Process
By: Deborah Cartisser Divorce can be one of the most emotionally and financially challenging events in a person’s life. As overwhelming as it may feel, taking control of your financial situation before and during the process can help ensure that you emerge stronger and more secure. There are several key steps to understand and secure […]
Aging Alone: How to Build Your Support Network
Written by: Deborah Cartisser Over the years, I have worked with several people who have been single as they headed into the latter portion of their lives. Some had the support of close, trusted family members or friends and some did not. Some were successful at living out their lives the way they intended and some […]
Estate Planning: How to Pass Down Wealth More Efficiently
Written by: Deborah Cartisser When people think about their estate, they often imagine it as one big “pot” of assets to be divided among their heirs. This approach, while seemingly straightforward, can lead to unintended consequences, particularly when it comes to the tax burden on the beneficiaries. Instead of focusing on the total value of […]
Understanding Your Money Personality
Written by: Deborah Cartisser We all arrive in adulthood with beliefs and emotions around money that are shaped by our parents and our life experiences around money. Taking time to understand how this programming shapes our way of handling money can go a long way to help us be more deliberate and less reactive in our […]