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Women on Wealth

Women on Wealth’s purpose is to empower women to make informed financial decisions for a better and brighter future. The mission is to serve as a platform for women to excel both financially and personally.

Studies Suggest Womens' Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life)

August 11, 2021

According to a recent study, there is a found universal gender gap in financial literacy between men and women. However, while women reported not knowing the answers to more financial questions than men, this wasn’t solely due to a lack of financial knowledge. Rather, it came from a lack of confidence in financial decision-making.1 Follow these five tips to boost your confidence and financially empower yourself or the women in your life.

Women, Wealth & COVID-19: How the Pandemic Has Fueled a "She-Cession"

August 4, 2021

Recent data suggests that the coronavirus is more likely to be fatal for men than for women. This is evident in data collected from multiple countries; the U.S., Canada, Germany, the U.K. and others have seen a higher number of COVID-related deaths in men than women.

Bullet Journaling Your Way Toward a Budget

July 21, 2021

Most of us have tried at least once to set a budget and stick to it. For many, apps on their phone or spreadsheets on the computer help them achieve this task. But for those with a more creative side, these types of tools may not work. That’s where bullet journaling comes in. What is it exactly? Bullet journaling is simply an organized system that helps people kickstart their to-do lists, stay on track with goals and, you guessed it, switch up their approach to keeping their personal finances in order.

8 Step Summer Financial Checkup

July 6, 2021

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances. While doing a thorough analysis of your wealth may sound intimidating, we’ve broken it down into eight simple steps to keep you focused and on-track.

Just Married? A Guide to Combining Insurance Policies

June 23, 2021

In 2018, 2.1 million people tied the knot across the United States.1 Many things can change when combining your households and finances - and insurance is one of them. As you’re working through your post-wedding checklist, remember that insurance companies recognize marriage as a major life event. Therefore, you can typically make changes to your policies outside of any applicable open enrollment periods.

6 Experiential Birthday Gifts for the Person Who Has Everything

June 16, 2021

According to the National Association of Productivity and Organizing, a surprising 79 percent of the population never use some of the gifts they receive each year.1 Whether it’s a birthday or around the holidays, the statistics show a majority of us have received gifts we didn’t want, don’t find useful or forget about quickly. Next time a dear friend or relative’s birthday approaches, you may want to consider taking an alternative route to your gift-giving strategy. We’re offering six experiential birthday ideas to help your loved one create lasting memories without taking up space.

Phone: (203) 701-8606 Email: Info@BeirneWealth.com