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.

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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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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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Important Things Every Woman Should Know About Your 401(k)

Important Things Every Woman Should Know About Your 401(k)

Many employers offer retirement savings plans for their employees as an incentive to work there. A job that offers a retirement savings plan is a massive benefit to help you prepare for retirement. Even if the choices and regulations seem overwhelming, it is important to start somewhere. The most common

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Inherited IRA Rules and their Financial and Tax Implications

Inherited IRA Rules and their Financial and Tax Implications

Over the next twenty years, younger generations are likely to inherit retirement accounts in large amounts. In fact, during those two decades, it is expected that Baby Boomers will transfer $30 trillion in wealth. Some of those assets will be in retirement accounts like 401(k)s and Individual Retirement Accounts (IRA).

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Q4 2020 Market Review

For anyone who has ridden a rollercoaster, you understand both the thrills and stomach-churning feelings that come with the experience. For investors, these were likely similar feelings you had throughout the year as well. Consider this: in 2020, we had the fastest bear market in history followed by the fastest

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Leveraging an ABLE Account

Many families who have a child with special needs find themselves navigating complex rules around qualifying for Supplemental Security Income (“SSI”). SSI is available once an individual with a disability turns 18, and families need to plan for eligibility of government benefits before that birthday to ensure that they do

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Why I Started a Business in a Pandemic

If you had told me one year ago that we would be fighting a pandemic around the globe, that I would have spent the last seven months primarily working from home, and that my extroverted social calendar would consist of more time at home and alone than outside of it

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