Women of Clarity

Women of Clarity Women of Clarity is a program within Round Table Wealth Management with the mission of empowering women to become more confident in their finances.

We are here to engage you and show you the possibilities when you take charge!

11/12/2021

As sustainable investing continues to grow, women are taking the lead as investors, industry decision-makers and corporate executives.

Many individuals work with advisors while others have not yet experienced the benefits of working with one. If you DO wo...
06/16/2021

Many individuals work with advisors while others have not yet experienced the benefits of working with one.

If you DO work with an advisor it is of the utmost importance that you understand how they are compensated and ensure that they are aligned with your best interests.

Take a look at my recent blog to learn more on how to protect yourself. Maybe its time to take a closer look!

How well do you know your advisor? People often find their advisors through word of mouth from friends, family or their personal network. While this is a good start, it is crucial to do research on the different criteria to be aware of and to fully understand

Be sure to join our Women of Clarity private FB group to participate in our events! Our next one takes place tomorrow! ....
01/27/2021

Be sure to join our Women of Clarity private FB group to participate in our events!

Our next one takes place tomorrow!
...Don’t miss out!

Honoring the life and legacy of Dr. Martin Luther King, Jr....today and always.
01/18/2021

Honoring the life and legacy of Dr. Martin Luther King, Jr....today and always.

As we kickoff our 12-mo Roadmap to Financial Clarity this month, these are essential conversations to have!  Let's embra...
01/08/2021

As we kickoff our 12-mo Roadmap to Financial Clarity this month, these are essential conversations to have!
Let's embrace these discussions and better understand how changes we make today can benefit our future financial security.

Here are a few key topics all women should consider when reviewing their financial picture.

01/01/2021
FINANCIAL ISSUE #1According to the World Health Organization women live longer than men by an AVERAGE of 6-8 years.That ...
12/28/2020

FINANCIAL ISSUE #1

According to the World Health Organization women live longer than men by an AVERAGE of 6-8 years.

That means 6-8 additional years of living expenses that need to be funded - during a time of our lives that could already include elevated costs due to ongoing health issues.

Throw in the concept of rapidly rising health care costs and we have a BIG unknown amount potentially needed in the future. How do we prepare for that?

PLAN

1. Obtain a better understanding of where you are today and
what your future could potentially look like:
2. Identify how much you could need at retirement
3. Make a plan of how much you should be saving annually
4. Begin saving/investing as soon as you can
5. Make sure your investments are working hard enough to
provide the growth you need
6. Inquire about the necessary insurance to protect yourself

Prepare yourself TODAY and live your life with CLARITY about your finances instead of WORRYING about them!

12/20/2020

Join us through year-end as we discuss those unique financial issues women face. πŸ““πŸ–Š
Give yourself the gift of information!🎁

Come join us on Tuesday 12/15 at 6PM ET to wrap up our 3-part financial webinar series and let's start this   Journey to...
12/10/2020

Come join us on Tuesday 12/15 at 6PM ET to wrap up our 3-part financial webinar series and let's start this Journey together!
Register here: https://lnkd.in/gUs-gjN

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241 North Avenue West, Suite 300
Westfield, NJ
07090

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