Lena Rizkallah, JD, CRPC Conte Wealth Advisors

21/03/2026

It's still International Women's Month! Join me and a panel of fierce Hudson Valley based women in business for an evening of lively discussion, networking, wine & cheese! Wednesday March 25 in Beacon. Check out the lineup and register https://www.eventbrite.com/e/women-in-business-busting-barriers-tickets-1981939424170?aff=oddtdtcreator

02/03/2026

Tomorrow March 3! Join us for the March Money Speakeasy! We will discuss the ins and outs and the if/ands/buts about Social Security. Grab a friend and join us! Sign up here https://lnkd.in/gNn5ErDU

17/02/2026

Save the date for the 5th Women in Business Busting Barriers in Beacon, NY on Wednesday March 25!! So excited about the diverse, talented and passionate lineup of superstars--announcing the panel this week! Save your spot!

Join us for the fifth year in the Hudson Valley! An evening celebrating stories, struggles, and success of fierce and fabulous women!

29/01/2026

Market Noise Is Loud. Your Plan Should Be Louder.

Every week brings new headlines:
⬆️ Interest rates
⬇️ Market swings
⚠️ Economic predictions
🔥 “Hot” investment trends

But here’s the truth:
News can change your emotions.
It should not change your plan.

A good financial plan isn’t built on breaking news— it’s built on time‑tested principles:

✔️ Diversification
✔️ Long‑term strategy
✔️ Risk alignment
✔️ Consistent contributions
✔️ Tax‑smart decisions

The market is noisy.
Your plan is your volume control.

What’s one financial principle you rely on no matter what the headlines say?

26/01/2026

Our first Money Speakeasy of 2026 was a BLAST! We did a quick money assessment and talked themes like leveraging debt, credit make up and investing themes. Plus we created a calendar of topics based on the group’s feedback! Join us Feb 10 to celebrate our 2 year anniversary and Galentine’s Day!

20/01/2026

Big News: 2026 IRA Contribution Limits Just Increased

If you’re investing for retirement, this is a good year to step up your strategy.

Here’s what’s new for 2026:

💰 Standard IRA contribution limit: $7,500 (up from $7,000)
🎉 Age 50+ catch‑up contribution: $1,100 (up from $1,000)
➡️ Total for those 50+: $8,600

Why This Increase Matters

That extra $500 might not seem like much today… but over time, consistent contributions compound—especially in a Roth IRA where qualified withdrawals are tax‑free.

And if you're 50 or older, the ability to contribute up to $8,600 gives you a meaningful boost as you strengthen your retirement foundation.

Small increases now can create big differences later.
Make sure you're adjusting your 2026 planning accordingly. 🔁

Want help maximizing your Roth or Traditional IRA strategy?
Happy to share more insights!

05/03/2025

What is your 'rich'? -

05/02/2025

What's your money love language? -

08/01/2025

MONEY STRATEGERY 2025 -

If you're in the Hudson Valley: Join me and Cadah Taylor, at The Room at Poor George in Cold Spring, NY  next Tuesday January 14!  Sign up and tell a friend!

02/12/2024

Are you naughty/nice with money? -

How to fix this?  Financial literacy is key but who REALLY wants to sit through 45 minutes of the Basics of Social Security (even though I've tried to make it fun!)??? I started brainstorming ideas with my business mentor and then happened to meet Cadah Taylor, owner and curator at Poor George, ...