Women play a big role in today’s workforce. Make sure you’re optimizing your tax planning strategies.
Financial Advice & Planning for
Financial Advice for
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As financial advisors we’re constantly advocating for investors to maintain a long-term view. We consider it to be fundamental, not only as an example of good investor behavior, but as a way of minimizing the emotional toll of “riding the rollercoaster”. But what does it mean to have a long-term perspective? How long is long enough?
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I recently came across an article titled, “Warren Buffet invests like a girl.” As a female financial advisor, I wasn’t sure if that was a compliment or jab. Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help. Women tend to do their research, invest calmly, and exercise patience. These are all great attributes to sticking to a long term plan.
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As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.
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As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.
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We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
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Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.
Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2014-02-06 21:55:382017-12-07 15:01:11Press Release: Sybil Praski Among Financial Advisors Attending Barron's Top Women Advisors Summit
Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit,…
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Empty nesters respond to this life change in a few different ways, many of which we see in our office first hand. Many parents, especially mothers, become depressed, sad or lonely.
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https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…
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https://www.youtube.com/watch?v=0nuO7lQgY_s As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found…