Building a child’s wealth, financial literacy, and experience with handling money, while they’re young, is critical. Wealth is a matter of both money and mindset!  Start by being mindful of the consequences of your own spending and investing actions. Your goal is to ensure that the...

As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. They aren’t the only...

When it comes to women and money, anxiety can often ensue. Yes! Women can reduce their anxiety over money by making smarter moves. Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her...

Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records, as well as how those companies treat the women who work for them. Our founder...

Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. In my opinion, women should shift their focus to paying less over their lifetime. For...

Here is my case about why an investment fiduciary advisor will not always meet your best interests. The meaning of fiduciary is a little more complicated than asking this simple question, “Are you a fiduciary?” I understand why someone would ask that question! But the...

Can women retire successfully if they invest in gender equality? It’s well known that women and, even worse, black women suffer a pay gap compared to white men. It’s also reported that women tend to be more interested in ESG investing (Environmental, Social, and Governance),...

Could you inadvertently harm women’s equity with your investing approach? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S., the...

There are many routes to face upon planning for Spousal Social Security Retirement Benefits. What if you have been in and out of the workforce taking care of others, or your spouse has made more money than you? Are you able to receive spousal Social...

Feelings of insecurity often pop up when the subject of women’s retirement comes up. So why are women’s retirement planning and saving such hard things to do? The path to retirement preparedness is cluttered with many obstacles. These often arise from a need to provide...

Disability insurance for single women is so important! When it comes to risks to insure against, many people, don’t put disability income protection on the list. Possibly that is because there is far more advertising made around the auto, health, homeowners/renter’s insurance, and life insurance...

Retirement planning for women is so different than how it works for men. Reason 3: Women are in and out of the workforce more than men. This is the final article in my series of three articles: #1 Covers women living longer than men,...