Financial Advice & Planning for
Women

Women have a unique path. They typically live longer than men and their working lives are more likely to be interrupted by family demands.  They’re educated, successful and earning more than ever before, but with all their responsibilities planning for a financial future is usually put on the back burner. Women are different from men- it’s time their financial advice was different too.

Our mission is to help you understand, build, and grow your investments. Working together, we can create a plan that tackles your greatest fears and works toward your continued success. More than half our staff are women, and many offer significant experience in financial services and planning. That means your unique perspective will not fall on deaf ears. Give us a call and see what we can do to help.

Tax Planning

Women play a big role in today’s workforce.  Make sure you’re optimizing your tax planning strategies.

Risk Managment

Studies show women are inherently better investors than men.  We tend to be less risky than men and are more likely to ask for help when we need it.

Retirement Planning

Women have many demands for their time- let us take one thing off your plate.  Let us be your partner in retirement planning.

Common Financial Questions from Women

  • What happens if my income dies before me?

  • Can I afford to keep my house following a divorce?

  • How can I avoid burdening my children if I get sick?

  • Can I afford to help my aging parents?

  • How can I be sure my family is taken care of if something happens to me?

Financial Advice for
Women

Highlights of the CARES Act

Late last week the senate passed and the President signed the CARES stimulus package designed to, among many things, curb the financial turmoil created in the wake of the Coronavirus. This $2.2 trillion, 800+ page legislation offers meaningful…

Timeless Truths & The Cycle of Market Emotions

Just 30 days ago, on Feb. 18th, markets were at all-time highs. Today, fear grips the market and recession is at the top of every financial pundits’ mind. Benjamin Graham, said to be one of the best investors of all time, and a mentor to Warren Buffett reminds us: Control what you can control: yourself, your emotions and your response (or behavior) to those emotions.
,

Improving Investor Behavior - Investing in Panic

A lot can change in 30 days. One short month ago, markets were knocking on the door of all-time highs, businesses were doing well, and Joe Biden was behind several candidates in the Democratic primaries. Oh, how things change quickly. Very…
,

A Note to Clients on Virus Volatility

As I’m sure many of you are aware, this past week has been a difficult one for investors. The broad market indices have seen swift and dramatic drops, leaving many scared, confused, and upset. Make no mistake; it is moments like these that define all of us as investors. Fear is an emotion, and one that can quickly snowball into an all-out panic. We’ve often said your behavior as an investor will ultimately have a far greater effect on your outcome than when or how you are invested. This is one such moment.
,

PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado

DENVER, Colo. — January 30, 2020 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 26 in Colorado in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights…
, , ,

The Decade in Review

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?

Ladies, Use These Tips to Give Your Financial Confidence a Boost

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.
Role of a Fiduciary
, ,

The Role of a Fiduciary - Putting Your Interests First

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.
Challenges Facing Women Investors

The Biggest Challenges Facing Women Investors

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.
Preparing Heirs

Are your Heirs Prepared for Their Inheritance?

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?
Preparing Heirs
,

New Service: Preparing Heirs

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.
Financial Advice for Newlyweds
, ,

Press 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,…
Advice for Empty Nesters

My Advice for New Empty Nesters

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.
New Baby Checklist

The New Baby Financial Checklist

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…
Financial Advice for Newlyweds
,

Financial Tips for Newlyweds

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…
© Copyright 2017 - Prosperion Financial Advisors. All Rights Reserved.
Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.