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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You planned your wedding with care—every detail, every contingency. You probably even had a backup plan in case of rain. But what about your divorce? No one walks down the aisle expecting to end up in a lawyer’s office years later, but if you’ve reached that point, you owe it
Balancing career ambitions with family goals often requires professional women to approach fertility planning with a combination of foresight and strategy. Whether you’re considering in vitro fertilization (IVF), egg freezing, or other treatments, the process is deeply personal—and it can also be emotionally and financially overwhelming. A critical piece of
Have you ever written down predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market or economy and then coming back later to inspect can be a good exercise in understanding the difficulties of forecasting. It’s a lesson we can even
The holiday season has a way of bringing family values to the forefront. As homes fill with the warmth of shared meals, sparkling lights, and the joyful chaos of togetherness, it’s also an ideal time to reflect on one of the most important values we can pass on: a healthy
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
Retirement is one of the most significant transitions in life, especially when it follows the end of a lifelong career. After decades of hard work, dedication, and possibly even personal sacrifice, stepping away from your job is a monumental shift. For many, it brings a mix of emotions: excitement for
As the political noise builds toward the 2024 presidential elections, many American investors find themselves grappling with uncertainty about how the outcome might impact their investment portfolios and retirement plans. With nearly half of investors believing that election results will have a more significant effect on their financial futures than
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
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
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
As women continue to make strides in their professional lives, the question of family planning becomes increasingly complex. With career advancements often taking precedence in early adulthood, many professional women find themselves facing the reality of fertility decline as they approach their mid-thirties and beyond. In this blog, we’ll delve
Many middle-aged adults find themselves helping a parent and raising children. In this recorded webinar done in partnership with the UAB National Alumni Assocation, we discover how to handle the needs for aging parents during a life stage with many important roles. The sandwich generation refers to those in their
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
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
When we think about the important lessons that parenting needs to encompass, the imparting of financial literacy is not always widely considered, or is often shied away from due to lack of knowledge or confidence. Yet the need for raising financially astute humans is global and timeless. With Father’s Day
Abeona Wealth is excited to announce that founder Mary Meadows Livingston CFA, CFP has been featured in the Birmingham Business Journal’s “Who’s Who in Financial Planning”. Read on here (subscription required). The Birmingham Business Journal published its 2023 list of Who’s Who in Financial Planning and Wealth Management on May
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
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.
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
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
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
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.
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
I imagine that you are both tired of hearing about inflation, while simultaneously wanting to know what is going on and how best to navigate it. The runaway inflation of the past year has definitely not been “transitory,” and is impacting many areas of our lives. If it feels like
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,
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.
Abeona Wealth is excited to announce that founder Mary Meadows Livingston CFA, CFP® has been featured in the Birmingham Business Journal’s “Who’s Who in Financial Planning”. Read on here (subscription required). The Birmingham Business Journal published its 2022 list of Who’s Who in Financial Planning and Wealth Management on April
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
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
When it comes to retirement investment choices, there are several options that may or may not be available to you – depending on income and employment status. For the most part though, US citizens have the option to invest in one of two different types of Individual Retirement Accounts: a
