Women’s roles in the workforce have undergone significant changes throughout history. Initially absent during the early Industrial Revolution, women were called upon primarily when men went to war or were otherwise occupied. As time passed, women gained access to higher education and the ability to pursue careers.
ln December of 2017, the sun rose on the Tax Cuts and Jobs Act passed by Congress and signed by President Trump. There were numerous changes to tax law which affected income taxes, gift taxes, estate taxes, retirement plans, etc. But on December 31, 2025, the sun is setting on many of the provisions and most things go back to the way they were before 2018.
As we progress through life, our financial landscapes inevitably shift. From the exuberance of youth to the contemplative years of maturity, each phase brings unique considerations, including evaluating current insurance policies.
As one goes through a career, you accumulate wisdom from others and sometimes you create a few pearls yourself. This is the second of a two-part series about twenty-five pieces of wisdom to ponder as you think about financial planning, goal setting, saving and investment management.
As one goes through a career, you accumulate wisdom from others and sometimes you create a few pearls yourself. This is the first of a two-part series about twenty-five pieces of wisdom to ponder as you think about financial planning, goal setting, saving and investment management.
Are you one of those people who shrug off the thought of Social Security because retirement seems light-years away? Think again. Planning for your Social Security benefits isn’t just a task for the golden years—it’s something you should be doing now. Let’s dive into why.
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