Insights & Intellect

When it comes to your financial wellness, knowledge is power. It’s also the foundation for intelligent, well-considered decisions. To continue to enrich your financial knowledge and acumen, we invite you to explore our latest blog posts below.

Have a topic you’d like us to cover? Reach out to our team and let us know!

The Gift That Keeps on Giving: 7 Ways to Nurture Financial Literacy

The holiday season is a time of joy, generosity, and togetherness, but it’s also a season marked by increased spending and financial decision-making. For parents, this festive period provides a unique opportunity to teach children valuable lessons about money management. With the excitement of gifts and celebrations, children naturally become

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Sudden Money: Selling a Business

Selling a business is a monumental milestone, often marking the culmination of years of hard work, dedication, and sacrifice. It’s a time of significant financial and personal transition and can bring about a mix of emotions, from pride to uncertainty about what comes next. As you step into this new

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Sudden Money: Navigating Widowhood

Becoming a widow can be an incredibly painful experience, often accompanied by a whirlwind of emotions and an overwhelming list of responsibilities. Beyond the grief, the financial implications of losing a spouse can add layers of complexity to an already challenging time. In this blog, we’ll explore how to manage

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Sudden Money: Navigating the Complexities of Inheritance

Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the

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Currency Effects on Non-U.S. Stock Returns

It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors

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The FOMO Worth Your Attention

FOMO. Fear of missing out. It’s the acronym for a behavioral phenomenon where people worry they’re missing out on something important they believe may help improve their lives — information, the novel features offered by the latest smartphone or the desire to be part of an exciting shared experience like

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Mary Meadows Appears on Talk of Alabama

Mary Meadows was invited to ABC 3340 during Women’s History Month 2023 to share with viewers of Talk of Alabama. She spoke about why she started Abeona Wealth in the midst of the pandemic. Mary Meadows talks about her clients’ experience and why all need to engage with their financial

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What Is Diversification and What Are Its Benefits?

What Is Diversification and What Are Its Benefits?

As an investor, you have certainly heard the term “diversification,” and you’ve probably heard that you should have a diversified investment portfolio. But what does that actually mean in practice? What does it not mean? At its most simple, diversification is not putting all of your eggs in one basket.

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10 Ways the Secure Act 2.0 Could Boost Your Retirement Plan

10 Ways the Secure Act 2.0 Could Boost Your Retirement Plan

Three years after The Setting Every Community Up for Retirement Enhancement (SECURE) Act was first enacted, Congress has now passed the Secure Act 2.0. Signed into law by President Biden just before the end of the year, it brings positive changes to the U.S. retirement system designed to help Americans

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5 Retirement Savings Options for Small Business Owners

5 Retirement Savings Options for Small Business Owners

We all understand that we need to save money in a tax-sheltered retirement account to provide for our living expenses after we stop receiving paychecks. But where do you turn when you are a small business owner and do not have the readily accessible plug and play option of an

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What Is Wealth Management and Why Is It Important?

What Is Wealth Management and Why Is It Important?

You’re at a dinner party, you’re meeting new people. Then one of the first questions you’re asked is, “So what do you do?” It’s a familiar scene for all of us. It can be an easy icebreaker, but if you’re in an industry like mine, the answer can be a

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What I Learned at the 2022 Invest in Women Conference

What I Learned at the 2022 Invest in Women Conference

I recently attended FA Magazine’s Invest in Women conference, a gathering of financial professionals from around the country who are committed to learning and exploring topics that specifically affect women. I launched Abeona Wealth with the goal of helping women reach their financial goals and reducing the gender wealth gap.

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Mary Meadows Livingston named Top 40 Under 40

Abeona Wealth founder Mary Meadows Livingston, CFA, CFP® was included in the 2022 Top 40 Under 40 honorees by the Birmingham Business Journal. This list honors up-and-coming stars of the Magic City’s business scene who have distinguished themselves in their fields before the age of 40. Read more about Mary Meadows’s

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Planning for Long-Term Care Part 2: The Economic Impact

Planning for Long-Term Care Part 2: The Economic Impact

Health matters, including long-term care, can cost hundreds of thousands of dollars in retirement. When the average American retires with $172,000, most retirement nest eggs just won’t come close to meeting those bills. This means that, regardless of how you decide to deal with the risk of long-term care costs,

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Planning for Long-Term Care Part 1: The Personal Impact

Planning for Long-Term Care Part 1: The Personal Impact

Did you know that 70% of Americans over the age of 65 will need long-term care? That’s a pretty astounding figure, and highlights just how important it is for us all to consider the possibility of extended care later in life – both for ourselves, and increasingly, for aging parents.

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How to Protect Yourself and Your Money from Cyber Crime

How to Protect Yourself and Your Money from Cyber Crime

There is more than one way to lose money. Sure, it is easy to get caught up in the market volatility, especially following recent market losses and Russia’s unexpected and precarious invasion of Ukraine. But in an increasingly digital world, the breadth of opportunities for theft and fraud in cyberspace

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The Unique Retirement Planning Issues Women Face

The Unique Retirement Planning Issues Women Face

I believe that there is a disconnect between the way financial planning and investment management services have historically been provided to women, and how many women prefer to receive those services. Although all women cannot all be lumped into the same basket with the same needs, there are quite a

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Navigating Life Changes: How to Deal with Divorce

Navigating Life Changes: How to Deal with Divorce

Enduring a divorce is one of life’s most stressful events, regardless of the length of the marriage or how amicable the separation might be. Having to deal with the intricacies of a divorce settlement can feel absolutely impossible, especially when negotiating the mental upheaval as well. But as difficult as

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