Family
When the House Feels Too Quiet: Finding Your Way Through Loneliness After Big Life Changes
There are moments in life when the silence becomes deafening. When the kids have moved out and the rhythm of your day no longer revolves
Blog
Investments & Income
You’ve Spent Years Caring for Others. Is It Time to Check In on Your Financial Plan?
For so many women, life after 40 marks a turning point. Not just in years, but in perspective. You’ve shown up day after day—packing lunches,
Women
Choosing Flat-Fee Fiduciary Advice Over Traditional AUM Models
At Wise Women Prosper, we believe that clarity and confidence go hand in hand. As women, we are often the caretakers, the planners, the glue
Women
Widows Beware: 5 Common Scams That Prey on Grief
5 Common Scams That Prey on Grief and How to Stay Protected I never imagined I’d be writing this as a widow myself. Losing my
Family
Reclaiming Your Worth: Navigating Divorce with Strength and Dignity
When they first married, it was a partnership built on mutual respect and shared dreams. He was the driven entrepreneur, passionate about building a business
Family
Beyond ‘Til Death Do You Part: Securing Her Future After You’re Gone
Til Death Do You Part? It’s Not Enough! When you promised to love, honor, and cherish your wife ‘til death do you part, you probably
Investments & Income
Secure Your Retirement with The Principal Protection Program
When planning for retirement, one of the most critical steps is ensuring you can cover your essential expenses, regardless of market conditions. That’s where The
Investments & Income
Exploring the Benefits of a Partial Internal Roth Conversion Annuity
In the world of retirement planning, having a variety of tax-efficient strategies at your disposal is crucial. One such strategy, which we refer to as
Financial Advisory
What is a Fiduciary?
In December 2023 and January 2024, we attended two tax and legal conferences. The attendees included financial advisors, CPAs, and attorneys. At each event, the
Financial Advisory
Your Life’s Purpose: The Role of Your Wealth Advisor in Your Journey
The Reason for Existence In the pursuit of a purposeful life, many embark on a journey to uncover their raison d’être. This sometimes elusive quest
Financial Advisory
Navigating Market Volatility with Confidence – The Value of Having a Financial Advisor by Your Side
A Steady Hand in Choppy Waters Investing in the financial markets can be a rollercoaster ride, with highs and lows that often evoke fear and
Women
Nurturing Financial Independence – Unique Retirement Challenges Faced by Women
Empowering Women for Retirement Success As a financial advisor, I’ve had the privilege of working with clients from all walks of life, each with their
