Articles

Going through a divorce is one of the most challenging experiences a person can face. Emotions are high, the stakes are higher, and the decisions made now can affect the rest of your life. Unfortunately, many women make significant mistakes during this stressful time, but by understanding what they are, you can avoid them and set yourself up for a better future. 1. Being Afraid to Ask for What You Want If you’ve always put your partner’s needs first, it might seem natural to do so during the di

Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what they will obtain post-divorce - or whether they can even afford to get divorced. However, this is a common issue, and your level of financial literacy should not be a source of embarrassment, nor should it prevent you from leaving an unhappy marriage. Once you decide to divorce, the next step is to arm yourself with information. Download our checklist to help you get organized and feel be

Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning.

New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings, CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. To compile the list, Forbes and SHOOK Research