By taking a comprehensive and strategic approach to retirement planning, women can proactively address challenges, optimize opportunities, and confidently pursue their dreams and goals in retirement.

We're committed to providing you with valuable insights to support your journey. Feel free to reach out if you have any questions or would like to discuss a specific decision you’re thinking about. We're here to help you navigate your financial landscape with confidence and clarity. (article)

A 1031 exchange effectively allows you to swap one real estate property with another similar property and, in doing so, defer capital gains taxes until later. This can help you avoid the taxes you would otherwise pay on the sale of an investment property today.

We discuss the essential components of a fulfilling retirement. PUSH stands for Purpose, Use of Time, Social Connection, and Health. These four ideas intertwine to create a rich and rewarding post-career life. Our podcast explores practical examples from our clients at Vector Wealth Management, who find joy and satisfaction in balancing leisure with meaningful activities. (podcast)

When it comes to investing, investors rarely experience the average. Take the long-term return of the stock market for example, it averages around 10 percent per year. A statistic you may find interesting is that during 92 of the last 98 years, markets did not return the average. 

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)

We discuss the influence of a global election year on the markets and examine the S&P 500’s climb to new heights. We also get into the resilience of the labor market and explore expanding market breadth. (podcast)