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How Long Will Your Retirement Money Really Last?

How Long Will Your Retirement Money Really Last?

Retirement can last 20, 30, or even 40 years—but how do you know if your money can keep up? The reality is that many retirees aren't worried because they're spending too much. They're worried because they don't know if they're spending too much. One extra vacation,...

NSOs And The Planning Advantage Most People Never Discover

NSOs And The Planning Advantage Most People Never Discover

Think Non-Qualified Stock Options are just a tax issue? Think again. In this episode of Savvy Women, Catherine and Rachel explore the often-overlooked planning opportunities hidden inside NSOs. While many professionals focus on the immediate tax consequences of...