Smart Practical Wealth for Women. Better Financial

Smart financial decisions made easy.

WIN is financial guidance the way it should be:

personal, trustworthy, effective,

and available whenever needed - the kind of advice we want for ourselves.

Save time, save money, decide confidently.

No matter how you start we'll get you where you want to go

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Why WIN for women

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You're focused on living life today, but also want to have all you need to live the life you want in the future.Understanding opportunity costs is key to deciding how much to spend, save, and invest. More >

You balance your family’s current financial needs with saving for college and retirement. Concerns may include the best savings and investing vehicles, and creating an estate plan to protect and provide for your family. More>

Your focus is on your career or business. Concerns may include tax efficiency, deferred compensation, illiquid wealth and income & asset protection. Tools to time-effectively manage finances and your plans are key. More>

A divorce creates special planning needs. Your concerns include an equitable financial settlement, tax implications of child and spousal support, securing pension and social security benefits, and reinvestment of assets. More >

You're balancing the needs of two generations with your own. Your concerns include long-term care, college funding and everything in-between. The inter-generational "money talk" can maximize everyone's financial life. More >

You have done well, and are committed to doing good. Your philanthropy ensures missions are achieved. Primary concerns may include protecting assets and your health, maximizing the impact of gifts, and maintaining lifestyle in retirement. More >

You share your life with a partner. Your concerns may include how to best organize your separate and joint accounts, and planning for the future respecting each other's personal needs and goals.
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You're focused on building your business or career. You need to balance saving and investing for the future with paying off student loans & current financial needs. A new marriage or business partnership may raise unfamiliar money issues. More>

You earned your retirement. Preserving your wealth to ensure it lasts your lifetime is a primary concern. You may also be focused on ensuring your legacy is transferred according to your wishes and estate tax are minimized. More >

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Explore all to create your unique profile of goals for now and the future

Financial concerns and goals change as life unfolds

Retired

Professional

Mom

Sandwiched

Giving Back

Starting Out

Free Spirit

Divorced

Coupled

You're Smart. You're Busy. You Need Answers. Here You Go.

Click each question to read the answer and don't forget to ask your own

Should I participate in my employer's

401(k) or pension plan?

If I pay my child's college tuition will I have enough for my retirement?

I'm getting divorced do I keep my home?

Do I need an estate plan if I don't have much of a financial estate?

How do I save for retirement when my job is to care for our family?

Can I open a retirement account for my child?

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