Women + Wealth Solutions

06/03/2026

Last evening, the Estate Planning Council of Long Island held its annual gala at the beautiful Crescent Beach Club, providing the perfect backdrop for an unforgettable evening.
Great company, delicious food, and a spectacular sunset made this year's gala one of the best yet. It was wonderful to spend time with so many talented professionals dedicated to serving our clients and strengthening our community.
A shout out and thank you to past president Peter Manzi ,and to my colleagues Reena Gulati, J.D. , Candice Lira, and Ilene Samuel just to name a few of the many wonderful people in attendance.
Events like these are a reminder of the value of professional collaboration, lifelong learning, and the relationships that make our work so rewarding.

05/29/2026

A conversation we’ve been having a lot lately:

“I make good money… so why does it still feel like I’m behind?”

The answer is often lifestyle creep. As income increases, spending quietly increases too — sometimes without us even realizing it.

Without a clear plan for your money, it’s easy to wonder where it all went. Budgeting isn’t about restriction... it’s about giving your money direction and creating peace of mind!

05/27/2026

Saving for your kid's education??

The 529 and Coverdell ESA both offer tax-free growth... but the rules are very different.

Which one wins for your situation? Swipe through and find out. Drop a ❓ in the comments if you want us to break down your specific scenario.

05/25/2026

Today we pause to honor and remember the brave men and women who sacrificed everything for our freedom.

And while we're at it... a little reminder from your favorite financial community: just because it's on sale doesn't mean you need it.

Those Memorial Day deals will still be there tomorrow. Your budget goals? They matter more. You've worked too hard to let a sale email derail your progress.

Enjoy the long weekend with family, good food, and the peace of mind that comes from staying the course. 💛

05/22/2026

04/28/2026

Financial jargon often makes money feel more complicated than it actually is!

That’s why we’re starting a new series: ABCs of Finance—breaking down key terms in a simple, straightforward way.

We’re starting with “A” today: APR, amortization, asset allocation, accrued interest, and annuities...what they actually mean and why they matter.

The goal is simple: make finance feel less intimidating and a lot more accessible.🤩🤩

04/25/2026

The best gift you can give your child isn’t just a funded 529… it’s financial independence of your own.

🔗 Learn more at womenandwealthsolutions.com

04/21/2026

This past month is a perfect example—markets move quickly and unpredictably, and trying to time it often means missing it.

Go to womenandwealthsolutions.com to get started.

04/15/2026

Strong investment strategies start with understanding the fundamentals.

ETFs, index funds, and mutual funds each play a different role depending on your goals, risk tolerance, and time horizon.

Don't know where to start? Come visit us at womenandwealthsolutions.com!

04/13/2026

When was the last time you really calculated what it costs to live your life today?

Start simple: what do you owe, what do you own, what do you make, and what do you spend—these four questions create your financial foundation.

Watch our full Q1 webinar to learn more at womenandwealthsolutions.com