This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.
What is The Women & Wealth Show from Annex Wealth Management?
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.