Rebel Women Wealth

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Jessica Jones↠Financial Advisor
& Women's Wealth Enthusiast
↠Rebel against mansplaining financial advice🏴‍☠️
↠Smashing the patriarchy via female empowerment⚡️
↠Actual Financial Advisor💸 But just my opinions💋

10/28/2026

Let's be honest: It's fun to watch your investments grow. It's not so fun when the market takes a dip and those gains start disappearing.

With the market's ups and downs, it's a good time to check in with yourself. Not just your portfolio, but YOU.

💭 How are you feeling when the market drops?
💭 Are you comfortable staying the course?
💭 Are you losing sleep and worrying about what happens next?

Feeling anxious during a downturn doesn't automatically mean you're taking too much risk. Even a thoughtfully designed portfolio can be uncomfortable to watch during a significant decline.

Your feelings matter. The goal is to understand what they're telling you and make intentional decisions rather than reactive ones.

As a fiduciary, my responsibility is to you and your best interests. Sometimes that means staying the course. Other times, it may mean revisiting your investment strategy and considering whether rebalancing makes sense.

There's no one-size-fits-all answer. Your financial plan should reflect your goals, your needs, and your comfort level.

If the markets have you questioning your portfolio, let's talk. You don't have to figure it all out on your own.

You got this, babes!



www.rebelwomenwealth.com

10/21/2026

Ever had to figure out someone else's bill-paying system? I have... I call it Financial Forensics!

Some bills are on autopay; others arrive by email or snail mail. Property taxes might be included in the mortgage, or they might not. And which account pays what? Suddenly, you're following the money and looking for clues. Where's Olivia Benson when you need her? 🕵🏼‍♀️

My advice? Get curious before you need to get concerned.

If you're helping a parent or grandparent, start putting the pieces together now.

And if you're the one getting older, a little organization today can be a HUGE gift to your future helper.

No need for a perfect filing system. Just make it easier for someone to figure things out when the time comes.

A little Financial Forensics now can save a lot of head-scratching later!

You got this, babes!

Benson

www.rebelwomenwealth.com

10/14/2026

$1 Trillion. Yes, Really.

According to a March 2026 AARP report, approximately 59 million Americans provide unpaid care for a family member, friend, or neighbor. The economic value of that care? An estimated $1.01 trillion annually.

Most caregiving is done while working, raising children, and managing one’s own life. The financial and emotional toll can be enormous.

Chances are, you know someone who has been a caregiver. Maybe you've been one yourself.

I implore you: Have the hard conversations with your family BEFORE a crisis happens.

Talk about what might happen if you or someone you love needs help. Discuss your options. Make a plan.

It may not be an easy conversation, but it's an important one.

You got this!



www.rebelwomenwealth.com

10/07/2026

What would it be like if we flipped the script on the word “budget”?

Instead of thinking a budget is about taking all the fun out of your money, think of it as being intentional and telling your money where to go instead of wondering where it went.

When you know what’s coming in, what absolutely needs to go out, and what’s available for the things you enjoy, you gain something incredibly valuable:

Control. Choice. Freedom.

The goal isn’t perfection. It’s mindfulness.

Because money CAN be fun when you have control over it and you know what the heck is going on in your financial life!

Ask yourself: Where do I want my money to go? And is it actually going there?

You’ve got this!



www.rebelwomenwealth.com

09/30/2026

Everything is getting more expensive… so when was the last time you did a personal budget audit?

I’m not suggesting you cut out all the wants from your needs vs. wants list. This is simply about double-checking what you’re paying for and making sure you’re still getting value from it.

Start here:
-Cell phone
-Internet/Wi-Fi
-Insurance
-Cable & streaming
-Credit card fees

And don’t be afraid to negotiate! Call your providers and ask for better rates or less expensive plans.

Use the comprehensive Budget Audit Checklist linked below to help jog your memory and uncover those little money leaks you may have forgotten about.

https://tr.ee/abzSax

Because sometimes those little savings can add up to a surprisingly big difference!

Tell me...where have you found a surprising savings?

You’ve got this, babe!



www.rebelwomenwealth.com

09/23/2026

Did you know there are alternative ways to get long-term care coverage?

Traditional long-term care insurance is expensive and restrictive. Thankfully, we’ve evolved, and it’s not the only way to prep for future care needs anymore.

Options include:
• Life insurance with long-term care coverage — life insurance for your family, with benefits that can also help pay for care if you need it.
• Annuities with long-term care benefits — retirement income with additional benefits available if you eventually need long-term care.

The right approach depends on your age, health, finances, and goals. There’s no one-size-fits-all answer.

The takeaway is simple: You need a plan for long-term care—but that plan doesn’t necessarily have to be traditional long-term care insurance.

Want to know what’s suitable for you? Let’s talk.



www.rebelwomenwealth.com

09/16/2026

Annuities: The Basics

Everyone can agree on this one thing - Annuities are complicated.

So, here’s the quick 101:
• Fixed annuities — a specific rate for a specified period
• Fixed Indexed Annuities (FIAs) — linked to a market index, but you aren't directly invested in the market
• Variable annuities — invested directly in the market
• Immediate annuities — income starts shortly after purchase
• Deferred annuities — income starts at a future date

One of their biggest strengths? Creating a predictable stream of retirement income that you can't outlive.

Annuities aren't inherently good or bad. They're a tool—and they can be a powerful one when used strategically.

Reach out to me with questions, or if you want to know if how an annuity could fit into your retirement plan.

You got this, babe.



www.rebelwomenwealth.com

09/09/2026

What happens when you need to help your parent—but you can’t get into their accounts?

Passwords. PINs. 2FA codes. Facial recognition. Fingerprints. The security that protects us can become a nightmare during a crisis.

If you’re part of the sandwich generation, you’re already managing a lot. Don’t wait until there’s an emergency to figure out how you’ll access the information you may need.

Yes, aging parents can be stubborn. But this isn’t about taking away their independence.

It’s about having a secure plan for tomorrow.

Talk with your parents now. Help them create a secure system for managing passwords, PINs, and account-access information—and make sure the appropriate person knows where to find it.

Protect your parents. Protect yourself. Make a plan before someone needs it.

You’ve got this, babes.

I’m not an attorney or technology expert. For questions about legal authority or digital access, consult your attorney or a qualified professional.



www.rebelwomenwealth.com

09/02/2026

If you don’t have a trust—or you’re not planning to set one up—you should still have these three important documents in place:

1. Durable Financial Power of Attorney -
Someone you trust to handle financial matters if you’re unable to.
2. Durable Medical/Health Care Power of Attorney -
Someone you trust to make health care decisions if you can’t.
3. Advance Health Care Directive -
Your wishes about medical treatment and end-of-life care.

And here’s the important part: get them done BEFORE you need them.

If something happened tomorrow, who would legally be able to step in and help?

A little planning now can save your loved ones a lot of stress later.

I’m not an attorney, so be sure to consult an appropriate professional about your specific documents and situation.



www.rebelwomenwealth.com

08/26/2026

Have you heard of The Great Wealth Transfer?

Did you know an estimated $124 trillion is expected to change hands in the U.S. by 2048?

That means many of you will find ourselves receiving an inheritance. And if that inheritance includes an IRA, there are some important rules to understand.

The SECURE Act changed the rules for inherited IRAs, eliminating the “stretch IRA” for most non-spouse beneficiaries. In many cases, the inherited account now needs to be depleted within 10 years.

With the good comes the not-so-good: those withdrawals can create a significant tax-planning issue. So, when you take the money can be just as important as how much you take.

Having a plan for how and when to take the money will help you make the most of the inheritance while avoiding unnecessary tax surprises.

If you or someone you know may be receiving an inheritance, this is definitely worth understanding. If you have any questions, I’m here to help!



www.rebelwomenwealth.com

Address

Ventura, CA
93001

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+18059051662

Website

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