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FDIC Insurance

3/13/2023

 
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.​With two recent bank failures in less than 72 hours, understanding the protections offered by FDIC coverage is important.  We often think of our cash as "safe" money, right?   It can be very safe, if you follow the guidelines set forth by the FDIC, which, by the way, is backed by the full faith and credit of the U.S. Government.

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Protecting your Paycheck

3/12/2023

 
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Disability insurance protects your income in the event you experience a short-term or long-term disability.  It is a critical piece of a household's risk management plan.

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Women, Money & Power

2/16/2023

 
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​Women have tremendous financial power.  The opportunity cost of not using it fully leaves us vulnerable to under achieving, under earning and under saving.

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Credit Scores

2/16/2023

 
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​Even though this topic gets plenty of coverage, there continues to be confusion.  This is an essential read for young adults and/or if you struggle with your own credit score.

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Secure Act 2.0

1/14/2023

 
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Estate Planning:  The Who, Why and What

12/13/2022

 
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​The estate plan is the cherry on top of your life plan sundae!   You and only you can decide how and to whom to give power and access to your wellbeing and a lifetime of building an estate.

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Fixed Income Q & A

11/16/2022

 

Women and Giving

11/14/2022

 
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​Giving in all ways is central to our identity as women.  In this article we share insights about the ways women give and where giving is concentrated.

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Top Financial Concerns for Women

10/12/2022

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​During bear markets it is so easy to run into a wall of worry. We all know that market performance is completely outside of our control but that doesn’t stop us from worrying about it. In this article we examine those worries and how best to prepare for uncertainty in our future.

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Cash is King

10/12/2022

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Cash is the ultimate portfolio stabilizer and for the last 10 years has provided little to no return.  The Fed’s rate increases have changed that.  Explore some options that are available.  


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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently