Engaging Women in Wealth

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Engaging Women in Wealth Deb Sims, Wealth Advisor
Estate Management Group~ Engaging Women in Wealth

Your goals are unique. Your financial plan should be, too. Whether you’re planning for retirement, growing your wealth, ...
11/02/2026

Your goals are unique. Your financial plan should be, too.

Whether you’re planning for retirement, growing your wealth, or preparing for a new chapter, having a strategy in place can help you move forward with greater confidence.

Financial planning may seem intimidating, but it doesn’t have to be scary. Whether you’re just getting started or it’s t...
10/31/2026

Financial planning may seem intimidating, but it doesn’t have to be scary.

Whether you’re just getting started or it’s time to revisit your existing plan, taking small steps today can help you feel more confident about tomorrow.

10/22/2026

“As a Foster Mother, I took on a lot of responsibilities that proved to be much more challenging than I could have anticipated. Every evening, I supervised phone calls between the girls and their parents. Once a month, I supervised their visitations with their mom. Although my sole goal was to help these young ladies through this dark time, I couldn’t help but feel like a villain. The girls’ parents did not see me as the person who kept their family together temporarily while they rehabilitated, but rather as the person who tore them apart. Although this hurt deeply, I had no time to dwell in my sadness while the girls at my home were enduring extreme emotional hardship. All we could do was to try to make the best of our crummy situation, and we did! My three daughters were a huge help and committed to helping provide a positive environment for these four girls staying with us.

I share this story because this experience changed my life, my perspective, and my purpose. I witnessed four young girls go through an unpredictable series of tragic events where they had no say or control in what was going to happen to them. They were reunited with their rehabilitated parents after nine months. That time pushed me emotionally and financially to places I had never been before. Experiencing the strength of those four sisters and their willingness to adapt under unfair circumstances completely changed me personally and as a Wealth Advisor. I made it my purpose to help women take charge of their finances through hardships, both financially and emotionally.”
– An excerpt from Deb's story in the Soul of Success book

10/15/2026

Statistically speaking, women live longer than men. Yet studies show that only 29% of women include retirement planning as a priority. In addition to living longer, there are challenges and roadblocks for women in retirement planning: https://bit.ly/4hVtuMG

Retirement planning doesn’t have to happen all at once. Small, consistent decisions today can make a meaningful differen...
10/08/2026

Retirement planning doesn’t have to happen all at once.

Small, consistent decisions today can make a meaningful difference in your financial future. From increasing your investment contributions to being intentional about your spending, every step counts.

It’s a great time to pause, look at where you are, and think about where you want to go. From saving for the future to p...
10/01/2026

It’s a great time to pause, look at where you are, and think about where you want to go. From saving for the future to preparing for the unexpected, a thoughtful financial plan can help turn your goals into actionable steps.

Take some time this month to check in on your financial goals—and make sure your plan is still working for the life you’re building.

Securing your own retirement first isn’t selfish— it’s the best financial foundation you can build for your children.
09/28/2026

Securing your own retirement first isn’t selfish— it’s the best financial foundation you can build for your children.

09/23/2026

When should you start taking Social Security? Deb weighs in.

The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Socia...
09/21/2026

The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you’re actually living with in our latest article: https://bit.ly/4gXEn17

It is common to see market volatility leading up to elections, especially in a midterm year. Yet, historically, the mark...
09/16/2026

It is common to see market volatility leading up to elections, especially in a midterm year. Yet, historically, the markets then rebound after the midterm. Focusing on your long-term goals and strategy can help keep cool heads!

Address

16906, Via De Santa Fe
Rancho Santa Fe, CA
16906

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18587560004

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