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Avoid These Costly Wealth Transfer Tax Mistakes

Avoid These Costly Wealth Transfer Tax Mistakes

In this week's episode of the Savvy Women Talk Money podcast, we break down what every woman should know before, during, and after a wealth transfer—from how to minimize tax burdens to strategies that preserve assets and honor family intentions. You'll hear about...

Top Tax Benefits that Every Wealthy Woman Should Know

Top Tax Benefits that Every Wealthy Woman Should Know

In this episode of Savvy Women Talk Money, Catherine and Rachel break down how women can strategically approach tax season and putting a smart plan in place for the future. From maximizing deductions to aligning investments with tax goals, they explain how to keep...

Taxes After Divorce? | Guide for Women Filing Alone

Taxes After Divorce? | Guide for Women Filing Alone

In this week's episode of the Savvy Up! podcast, Catherine and Rachel talk about filing taxes after a divorce. Divorce is hard enough emotionally, but it can also bring a host of financial and tax surprises. From understanding your new filing status to dealing with...