Dec 13, 2019
In this episode, Stephanie provides a practical framework for setting realistic goals and making true progress toward accomplishing those goals over the next year. Show notes at https://lgbtqmidlifemoney.com/34
Dec 6, 2019
When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating...
Nov 21, 2019
The Tax Cuts and Jobs Act of 2018 has impacted charitable giving. You can no longer simply give to your favorite charity and receive an automatic tax deduction unless certain qualifications are met. Listen in as Stephanie shares a handful of strategies that can still allow you to give to your favorite charities AND...
Nov 14, 2019
The end of the year is a good time to get your financial house in order. In this episode, Stephanie shares 5 year-end financial moves to help you prepare for next year. Show notes at https://lgbtqmidlifemoney.com/31
Nov 7, 2019
In this Midlife Mindset Moment episode, Stephanie shares an insight about the perils of making false assumptions around what other people are thinking or intending. Learn more at https://lgbgtmidlifemoney.com/30