Women Living Through Transition
Anna Felix
Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.
Select a Topic
Welcoming a New Service Provider: Kisha N. Ward
Urban Wealth Management
Urban Wealth Management is happy to introduce a new service offering within our network of trusted experts. Kisha N. Ward is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM who provides thoughtful and comprehensive guidance on accounting and tax planning, especially for high net worth clients.
Overcoming Obstacles in Financial Planning as a Widow or Divorcee
Anna Felix
Planning for your financial future can be a daunting task, but if you’re a widow or divorcee, it can get even more complicated. Without question, it’s important to have someone in your corner making sure that your interests are being considered and protected. If you have children, then their current and future needs also need to be protected.
How To Enroll In Medicare when Federal Offices are Closed
Melinda Gann
As COVID-19 restrictions loosen, offices are finally starting to resume their normal schedules. But appointment are often weeks or months in advance! Melinda Gann has detailed tips to help you navigate the process and get the benefits you need.
Student Loan Forgiveness: Navigating the Maze
Derenda King, CFP®/CSLP®
Featured on Kiplinger! — The Department of Education has announced expanded opportunities for loan forgiveness through the Public Service Loan Forgiveness (PSLF) and Income-Driven Repayment (IDR) programs. But you'll need to act quickly! Eligibility requirements can be confusing, so Derenda King has prepared a helpful guide.
You Don't Know What You Don't Know About Medicare
Melinda Gann
Choosing a Medicare health plan can be very confusing! Melinda Gann joins René Nourse to talk about choosing the right kind of plan, getting answers to your questions about care, and timing your sign-up so that you maximize your benefits.