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Areas of Focus

Women who are in the "driver's seat" whether by design or circumstance.

Women who are in the "driver's seat" whether by design or circumstance.

Women and men often think about and value money quite differently. We’ve found over the years that it’s often comforting and self-affirming for women to work with other women. It’s also often true that women cede control of their financial lives to a partner, only to be left feeling overwhelmed as a result of divorce or death. We love helping women become competent and confident! We’ll listen to how you think and help you create a plan that works for you

Singles and young families 

Singles and young families 

Early in their adult lives, many people know they “should be” thinking about how to best manage their money. But few of us have been taught the best ways to do that. So they’re wondering things like:

  • How do I budget?
  • How do I manage my college loans or credit card debt?
  • Do I really need insurance? How much do I need? 
  • Should I be saving for retirement? What’s better, a 401(k) or Roth?
  • I want to save for a house, or college for my kids, but I still have debt and I know I’m supposed to be saving for retirement, so how do I balance all that and still be able to have fun sometimes?

Being an adult can be dauting! Let us help you prioritize and create a plan that works for you.

Retirement Income Planning

Retirement Income Planning

Taking income in retirement involves very different strategies from saving for retirement! It’s a big mind shift! If you’re like most people, you may be worried about some of the questions below. 

  • Do I have enough money to last my whole retirement?
  • How do I maximize how much I keep and minimize how much I have to pay in TAXES?
  • Will I be able to afford all the things I want to do in retirement?
  • Will I need to keep working in retirement?
  • How are healthcare costs going to affect me? 
  • What if I need long term care?
  • How do I leave the most I can for my beneficiaries and minimize taxes?

Let us help you develop the right strategies for you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jramsey@xxiadvisors.com  |  (614) 563-5645