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Financial Advice for Career & Family Focused Women

First, the good news. The awareness of empowered women managing their own assets, and their family assets, is well known in the financial planning industry. Charles Schwab reports that by 2030 women are expected to be in control of $30 trillion in investable assets.

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Effective Money Management in Marriage

I work with people in all phases of life. When couples begin their life together they often have questions about how they should manage their financial affairs— joint accounts, separate, or a combination.