Lilani Wealth Management

Lilani Wealth Management Lilani Wealth Management is a CFP®-led, fiduciary wealth management firm, providing holistic financial planning and investment management. Why Focus On Women?

We have offices in Roseville, CA and the Bay Area, and serve clients nationwide through a virtual planning process. Going through a transition in life such as a divorce, widowhood or simply planning for a comfortable retirement? Looking for a trustworthy and reliable partner to help you through the maze of ever changing financial challenges? Lilani Wealth Management seeks to be your trustworthy an

d reliable partner as you pursue financial success. We communicate with our clients on a regular basis, help them make critical and complicated financial decisions and assist in the accumulation and preservation of their wealth. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients’ concerns, learn what is important to them and take action. We regularly communicate with our clients to help keep them on track with their plan. while staying current with the changes in estate and tax laws that may affect our clients’ short and long term goals. Call us today for a consultation. We work with clients in the Sacramento region, Silicon Valley and East Bay areas. The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them. Take for instance their life span. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows. Women continue to be the primary caregiver for an aging parent or a young child. As a result, they stay out of the workforce for an average of 15% of their working years. This not just results in setbacks in their careers, but also negatively impacts their long-term savings such as 401(k) plans and social security benefits. So in short, women are expected to live longer… with less money. As a result, more and more women are seeking financial guidance in making the right decisions to offset the setbacks and proactively take control of their future. There are more female scientists, politicians, astronauts and business-owners than ever before, and the numbers are growing. Having faced such adversity herself, Rashida Lilani CFP® feels passionately about helping other women pursue their life goals and lead a life that’s aligned with their value system, so her clients and their loved ones can live a rewarding and fulfilling life. Third-party comments may not be representative of all customer experiences. Please visit our website www.lilaniwealthmanagement.com for full disclosures.

06/24/2026
Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-al...
06/23/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are some factors to consider:

📌 Are you still working?
📌 How long do you expect to live based on health and family history?
📌 How do early or delayed benefits fit into your retirement picture?

This guide walks through the basics to help you start thinking about your options.

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out fo...
06/22/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

Happy Father’s Day to all the incredible dads, grandfathers, stepfathers, mentors, and father figures who lead with stre...
06/21/2026

Happy Father’s Day to all the incredible dads, grandfathers, stepfathers, mentors, and father figures who lead with strength, wisdom, patience, and love.

Your guidance helps shape not only strong families, but lasting legacies that carry forward for generations. Today, we celebrate the values, sacrifices, and meaningful moments that make fatherhood so impactful.

From all of us at Lilani Wealth Management, we wish you a wonderful day surrounded by the people who matter most.

At a time when racial inequality is so visible, Juneteenth is a day to celebrate and honor Black history and culture as ...
06/19/2026

At a time when racial inequality is so visible, Juneteenth is a day to celebrate and honor Black history and culture as we commemorate the end of slavery in the United States. Take some time for reflection and education about the work that still lies ahead of us.

If you live to 95, will your money?If you're too aggressive, will you come up short? Too conservative, and you leave qua...
06/18/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

A new provision in the recently signed One Big Beautiful Bill is restoring a tax deduction for certain car buyers—but wi...
06/15/2026

A new provision in the recently signed One Big Beautiful Bill is restoring a tax deduction for certain car buyers—but with limits.

Here’s what’s changing:
▪️ Buyers can deduct up to $10,000 in auto loan interest each year (2025–2028)
▪️ Applies only to new, U.S.-assembled light vehicles purchased for personal use
▪️ Used vehicles and leases do not qualify
▪️ The deduction is available even for those taking the standard deduction
▪️ Income caps apply: phased out above $150K (single) or $250K (joint)

This could affect an estimated 3.5 million vehicle loans this year. But the benefit won’t apply to every buyer, especially those with higher incomes or leasing preferences.


Source:

The tax and spending bill signed into law by President Trump on July 4 includes a limited tax break for car buyers.

Address

1624 Santa Clara Drive, Suite 160
Roseville, CA
95661

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18885216752

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