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Friday, December 14, 2018

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

 

Wednesday, December 12, 2018

Next week could bring the third government shutdown of 2018, especially after the fireworks out of Washington yesterday. In a widely watched live TV debate, President Trump sparred with Senate Minority Leader Schumer and House...

 

Tuesday, December 11, 2018

Unlike the Declaration of Independence, all homeowners insurance policies are not created equal. Review of your coverage and policy components will help you ensure you have the proper type of policy and proper amount of coverage to...

 

Thursday, December 6, 2018

As of this writing, the S&P 500 Index is down another 2% on top of the over 3% drop on Tuesday (markets were closed Wednesday to celebrate the life of former President George H. W. Bush 41). Here are our thoughts on the latest...

 

Wednesday, December 5, 2018

2018 has been a rocky year with a big dose of volatility, but could a late-year rally be in store for investors? History says it is quite possible. “Although the well-known Santa Claus rally is technically the last five days of...

 

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Friday, November 30, 2018

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...

 

Wednesday, November 28, 2018

The Conference Board’s Leading Economic Index (LEI) is one of our favorite economic indicators. It is designed to predict future movements in the economy based on a composite of 10 economic indicators (like manufacturers’...

 

Monday, November 19, 2018

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...

 

Tuesday, November 13, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...

 

Wednesday, November 7, 2018

The consensus was right. Although some votes are still rolling in, the Republicans have held onto their Senate majority (and they are tracking to add at least a couple seats to their majority), while the Democrats are poised to retake...

 

Wednesday, October 31, 2018

This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...

 

Friday, October 26, 2018

October 23, 2018, Irvine, California – Loreen Gilbert, founder of WealthWise Financial Services, www.wealthwisefinancial.com and NAWBO Institute for Entrepreneurial Development Board Chair, was asked by the National Women’s...

 

Monday, October 22, 2018

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...

 

Wednesday, October 17, 2018

After more than three months without a single 1% change (up or down) for the S&P 500 Index, volatility came back—and in a big way—this past week. This brings up an interesting question: What would happen if you could avoid...

 

Thursday, October 11, 2018

Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...

 

Monday, October 8, 2018

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning...

 

Monday, October 1, 2018

Advice for Investing in Your 20s, 30s, 40s, 50s, 60s and Beyond Irvine, CA – September 10, 2018 -- Loreen Gilbert, President and Founder of WealthWise Financial Services www.wealthwisefinancial.com is Chair of the National...

 

Thursday, September 13, 2018

With Hurricane Florence threatening the Eastern seaboard, most people affected are not thinking about preparing financially for a natural disaster. Saving lives and homes is the immediate concern. However, whether the natural disaster...

 

Tuesday, August 28, 2018

Women often face greater obstacles when it comes to investing for retirement. On average, women work fewer years and earn less than men. This means that they have lower pension and Social Security benefits. But they also have longer...

 

Thursday, August 16, 2018

Proper Financial Planning: Critical for Women A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life...

 

Monday, August 6, 2018

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you...

 

Tuesday, July 31, 2018

College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....

 

Monday, July 30, 2018

College marks a great milestone in a child's life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...