Women + Wealth Solutions

11/02/2026

Ever had that sinking feeling on a Monday morning, knowing you spent a little more than planned over the weekend? 🎃

It happens to all of us, whether it was a family Halloween party, a weekend away, or just one of those weeks. The good news is that a single weekend rarely does lasting damage. Here’s a simple way to get back on track:

1️⃣ Log in and look. Avoiding your account only makes the worry bigger.
2️⃣ Write down what you spent so you’re working with real numbers.
3️⃣ Make sure your upcoming bills and essentials are still covered.
4️⃣ Make small adjustments for the rest of the month rather than drastic cuts.
5️⃣ Pay off any credit card charges in full if you can, to avoid interest.
6️⃣ Before your next big weekend or the holidays, set a spending number ahead of time.

The holiday season is right around the corner, so this is a great time to build a plan that lets you enjoy it with peace of mind. If you’d like some help, we’re always happy to talk right here:

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent...

10/31/2026

Happy Halloween!! from your friends at Women & Wealth Solutions👻👻

10/30/2026

Everyone’s talking about the Anthropic IPO, so let’s break it down 👀

The company behind Claude is growing at a wild pace, with revenue going from $1.1 billion to $16.3 billion in a year. That headline $80 billion loss? Most of it was an accounting charge, not cash out the door. Exciting company, but a hot IPO is still just one stock, and your retirement plan has a longer timeline than any news cycle. We walk through it in this week’s Wealth Weekly.

Questions on how this fits your portfolio? You know where to find us :)

10/26/2026

Life transitions like divorce, widowhood, retirement, or a career change often come with decisions that feel overwhelming to face alone. On November 12 from 6 to 7 PM, Women Stepping Forward: A Transition & Next-Chapter Panel will offer essential financial, health, housing, career, and legal insights for women embracing life’s next chapter, along with practical tools, shared experiences, and honest conversation about building confidence through change.

If you work with clients navigating a major transition, we’d love for you to share this with them. RSVP by 11/7 to secure a spot, as space is limited. Copy the link below for details and tickets:

https://www.eventbrite.com/e/women-stepping-forward-a-transition-next-chapter-panel-tickets-2001283433623

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Financial, health, housing, career & legal insights for women stepping into life's next chapter. Nov 12, 6-7pm. RSVP by 11/7.

10/21/2026

The world feels like it's on fire so it was so lovely and genuinely refreshing to attend an event sponsored by the IDA - Industrial Development Agency of the Town of Hempstead, this morning and learn about the projects and economic successes in my own back yard.

The Town of Hempstead IDA is a non-profit, public benefit agency with special powers of authority by the state of New York to promote economic development and jobs by helping businesses grow with financial assistance and tax relief.

Speaker was John R. Ferretti, Jr. who is the Supervisor of the , having taken office on August 5, 2025. A former four-term Nassau County Legislator, he recently introduced a $591.7 million -freeze budget for 2027 following an 18% General Fund tax cut in 2026. An update on different initiatives and completed projects around the town were delivered and I have to admit - I am overjoyed to hear that real strides are being made in making life on Long Island's best and biggest township, Nassau County, is succeeding.

09/23/2026

Join us live at 4:30 PM EST as we discuss everything Socialism and Capitalism and these heavy topics fit into the context of our financial lives!

09/22/2026

Tomorrow ONLY!! Join us live at 4:30 PM EST. You do not want to miss this one...

09/17/2026

Socialism vs. capitalism: two words everyone throws around, but what do they actually mean for your money?

Join Ronit and Malli live on Wednesday, September 23rd at 4:30 PM, as we break it down in plain English and connect it back to your own financial life.

Grab a coffee and tune in, we'd love to have you!

09/16/2026

Earnings reports get a lot of attention, but most people only look at the top-line numbers and move on.

There's more to it. Revenue, margins, operating expenses, EPS: reading these together tells you a lot more about how a company is actually doing than any single figure on its own.

Part 1 of our series on analyzing an income statement. Save it for later, and let us know if you have questions.

09/12/2026

Investing doesn't have to be complicated to be worth understanding. Here's a simple breakdown of three common fund types: ETFs, Index Funds, and Mutual Funds, and how they actually differ from one another.

If you've been putting off learning this stuff, consider this your starting point. Save it for later, and let us know if you have questions.