Rachele Stivaletta

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03/17/2026

St. Patrick’s Day is a good reminder that luck is not a strategy. ☘️

The best outcomes usually come from consistent decisions, good habits, and a strategy that gets reviewed.

Wishing a happy St. Patrick’s Day to clients, partners, and friends.

What do 5, 45, and 59 have to do with Women’s History Month?There are 3 numbers that should shape how women think about ...
03/09/2026

What do 5, 45, and 59 have to do with Women’s History Month?

There are 3 numbers that should shape how women think about personal finances:

💡 5: Women live about five years longer on average, which can materially change retirement and healthcare preparation.

💡 45: Women are on track to control as much as 45 percent of investable assets in the U.S. and Europe by 2030, per a 2025 study by McKinsey & Company.

💡 59: The average age of widowhood is about 59, meaning many women become the primary financial decision maker earlier than expected.

A simple checklist that helps:

✅ Confirm titling, beneficiaries, and key documents reflect reality today

✅ Build liquidity for flexibility during transitions

✅ Stress test the strategy for longevity, healthcare, and single-income scenarios

Bottom line for this month: wealth is growing, timelines are longer, and transitions can occur earlier; therefore, consider putting a strategy in place.



Sources:

https://mck.co/46Qio6L

https://bit.ly/4lfSP4Y?

https://pewrsr.ch/4bfzexc?

https://bit.ly/4lrjps8

https://bit.ly/4lg4xfT?

https://bit.ly/3OTSPM5

Daylight Saving Time begins this Sunday, March 8. One hour more of evening daylight!Here’s to longer evenings and the st...
03/07/2026

Daylight Saving Time begins this Sunday, March 8.

One hour more of evening daylight!

Here’s to longer evenings and the start of spring.

03/06/2026

Women’s History Month question:

Does your family’s financial strategy reflect that by 2030, women are expected to control much of $30 trillion in US financial assets, according to a landmark study by McKinsey & Company?

Why Does This Matter for Families

👥 More households will have women leading major financial decisions, from retirement choices to legacy goals.

📌 Women live about five years longer than men on average, which might influence withdrawal strategies, insurance approaches, and long-term care decisions.

🧩 Clear roles, transparent accounts, and a playbook for what happens if one partner has to manage everything.

What’s a financial lesson you learned from a woman in your life?



Sources
https://mck.co/4cCwnkt?

https://bit.ly/4su3vPZ

https://bit.ly/4suk0LY?

Women’s History Month reminds us that every woman’s story matters. From solo paths to shared ones, from rebuilding to re...
03/04/2026

Women’s History Month reminds us that every woman’s story matters. From solo paths to shared ones, from rebuilding to redefining, The Women’s Advisory Group stands with women through every chapter — offering support that reaches deeper than finances.

Some of the most lasting presidential legacies show up in everyday financial life.🤔 Quiz time: can you name the presiden...
02/16/2026

Some of the most lasting presidential legacies show up in everyday financial life.

🤔 Quiz time: can you name the presidents who are credited with each of these milestones in America’s retirement policies?

Q: Which president created the foundation of America’s retirement safety net by signing the Social Security Act?
A: President Franklin D. Roosevelt in 1935

Q: Which president strengthened protections for workers’ pensions by signing the Employee Retirement Income Security Act?
A: President Gerald Ford in 1974

Q: Which president signed the Revenue Act that included the provision that became the 401(k)?
A: President Jimmy Carter in 1978

The day marks the weight of that role, the continuity of the office over time, and the commitment to serve the country at the highest level.



Sources:
https://bit.ly/4tDylXx
https://bit.ly/467wn82
https://bit.ly/3Mh4Yd4

Today, we celebrate the power of friendship, collaboration, and the incredible women who inspire us every day. Whether i...
02/13/2026

Today, we celebrate the power of friendship, collaboration, and the incredible women who inspire us every day. Whether it’s brainstorming big ideas, lending a listening ear, or cheering each other on, your support makes all the difference.

Here’s to strong connections, shared successes, and lifting each other higher—today and every day. 🌸✨

Tag a colleague or friend who makes your workday brighter! 💼💕

❤️ The American Heart Association tells us that heart disease remains the leading cause of death in the U.S., but it's a...
02/05/2026

❤️ The American Heart Association tells us that heart disease remains the leading cause of death in the U.S., but it's also one of the most preventable.

Small changes can make a real difference: moving more, eating better, managing stress, and getting regular check-ups. It all helps.

A few things worth doing this month:
● Wear red to raise awareness
● Learn CPR or brush up on it—you could save a life
● Schedule that check-up you've been putting off

It's what matters most.

🎗️ Cancer touches almost every family in some way.With each diagnosis comes navigating treatment, uncertainty, hope, and...
02/04/2026

🎗️ Cancer touches almost every family in some way.

With each diagnosis comes navigating treatment, uncertainty, hope, and fear all at once.

World Cancer Day is about:
● Raising awareness and promoting prevention
● Encouraging early detection
● Calling for fair access to treatment and support
● Honoring those living with cancer, survivors, caregivers, and those we have lost

To everyone carrying this in some way, whether personally or through someone you love, you are not alone. We are thinking of you and standing with you. 🎗️

Black History Month reminds us to acknowledge the significant contributions of Black leaders, entrepreneurs, and profess...
02/03/2026

Black History Month reminds us to acknowledge the significant contributions of Black leaders, entrepreneurs, and professionals whose work enriches our communities and the economy.​

In the financial profession, this month underscores the importance of access, opportunity, and trust for every client and every investor.​

Honoring Black history means continuing to support education, mentorship, and pathways to well-being throughout the year.​

Groundhog Day started as a simple weather tradition: if the groundhog sees its shadow, winter hangs on a bit longer; if ...
02/02/2026

Groundhog Day started as a simple weather tradition: if the groundhog sees its shadow, winter hangs on a bit longer; if not, spring may be closer than it feels.

It has also come to represent the feeling of life on repeat. In conversations, that can look like:
● The same spending habits
● A flat savings rate
● Procrastination on making important decisions

Small shifts can break old patterns and create better ones.

Here is hoping this year brings fewer repeats that are not serving you well and a little more “early spring,” in the weather and in life. 🐾

Address

200 Clarendon Street, FL 19
Boston, MA
02116

Telephone

+15082989096

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