by ruby | Mar 22, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estate planning: A...
by ruby | Mar 7, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of...
by ruby | Mar 6, 2024 | Workshops
Join us for an empowering webinar on Proactive Planning for Women Strategies to Help Secure Your and Your Family’s Financial Future Monday, March 25th, 3:00pm – 4:00pm @Finley Community Center2060 W College AveSanta Rosa, CA 95401 Sign Up Now! Tuesday...
by ruby | Mar 4, 2024 | Workshops
Join us for a workshop on Spring Cleaning! Thursday, March 14th at 4:30pm PST @ Cotati Community Club216 East School StreetCotati, CA 94931 Spring has sprung! Time to clean out the junk and make way for the new, including getting your affairs in order. Join us for an...
by ruby | Feb 15, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitated How dementia...
