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Helpful tips and advice on managing your money and finances as we make our plan for living well – not just living long.

Category Archives: Money & Finance

Helpful tips and advice on managing your money and finances as we make our plan for living well – not just living long.

protecting your retirement finances in uncertain times
Money & Finance

Protecting your Retirement Finances in Uncertain Times

There is no doubt that U.S. and international markets are presently taking a hit due to the COVID 19 crisis and financial markets are overshadowed wit... Read More
headlines crisis management
Money & Finance

How to Stay Calm During a Down Market

The recent volatility and downward movement of the financial markets, coupled with concern about a worldwide pandemic, may be causing you sleepless ni... Read More
be more confident with money
Money & Finance

6 Ways to be More Confident With Your Money

Most women have a complicated relationship with money. This is not a surprise when you consider that “forces” have worked to drive a wedge between... Read More
managing finances on your own
Money & Finance

Suddenly Single? Managing Finances on Your Own

Many of us in this age group will find ourselves suddenly single through life circumstances. Has a divorce or death of a spouse left you suddenly in t... Read More
Money & Finance

You Received an Inheritance, Now What?

As Prime Women, we have reached the age where our elders are passing away. Mothers and fathers, aunts and uncles, even elderly grandparents. Many time... Read More
it's never too late to increase your retirement saving
Money & Finance

It’s Never Too Late to Plan For Retirement

If you’re like many women at this age, you are worried about how you will ever be able to retire. As women, we tend to have less in retirement savin... Read More
financial resolutions you can keep
Money & Finance

7 Things to Consider to Create Financial Resolutions You Can Keep

One of my New Year’s resolutions is to play a solo piano concert at Carnegie Hall. This has zero chance of happening and has about as much value as ... Read More
end of year giving
Money & Finance

Five Tips for Meaningful End of Year Giving

Giving seems to take on added urgency in December each year as we consider our tax write-offs. Many people partake in end of year giving, but it doesn... Read More
What is gender lens investing and why does it matter?
Money & Finance

Gender Lens Investing: What It Is And Why It’s Important

Investors who include GLI in their overall strategy often find that: The addition can help them identify investment opportunities, generate a... Read More
As women, we have different financial needs than men.
Money & Finance

Women & Financial Wellness: Beyond the Bottom Line

Reprinted with permission from Merrill Lynch Today women’s lifelong financial wellness is at a tipping point. Thanks to a seismic shift toward wo... Read More
Money & Finance

Eldercare: Will You Be Ready?

Whether you are caring for a loved one or are concerned that you will need care yourself, the emotional and financial costs can be life altering. It's... Read More
Money & Finance

How a Personal Loan Affects Your Mortgage Application

There could be many reasons you are seeking a mortgage beyond your 50s. Maybe you're recently single. You are combining homes. Or you are ready to dow... Read More

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