Booklet: Strong On Your Own: Your journey to personal and financial confidence after the loss of your husband
Lori Siegel has seen her mother (twice) and many clients and friends lose their husband. Her experiences inspired her to create a new resource for widows in the Houston area.
Lori shares personal stories from clients who have experienced loss. She adds a powerful Grieving Person’s Bill of Rights which acknowledges that we can never fully heal, but we can begin the healing process.
Checklist: Helping You Gain Confidence After the Loss of Your Husband
A valuable checklist for widows.
For Complimentary Checklist from the booklet, access it here »
Maximize the Wealth from Your Business
Whether you are selling a business or hoping to transition it to the next generation, unlocking real and liquid wealth from your own business can be a complex and lengthy process.
Lori Siegel, CFP®, CRPC®, CEPA is one of the few financial advisors in Texas to earn a Certified Exit Planning Advisor designation from the Exit Planning Institute.
Click here for a checklist to discover questions to ask yourself to make sure you are “Prepared” or “Ready” to transition your business.
How we work with you to achieve your best life
When would it be ok to start cutting rates, and by how much?
Recapping November’s key market events
Why do the wealthy borrow? Sometimes, debt makes sense
Equities rebound in November, ending a three-month slide
Never stop earning
Understanding long-term care
Understanding the difference between long-term care and long-term disability
Bond market perspective
How AR is impacting business
Financial resolutions for 2024
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.