Wealth Management Insights: Overcoming Barriers for Women Investors
According to Ellevest1, the Great Wealth Transfer will unfold over the next 20 years, putting more capital into the hands of women than ever before. …
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Why Financial Planning Should Be Part of Your Wealth Management Strategy
Securing your long-term wealth and stability is contingent upon comprehensive financial planning, a framework encompassing all aspects of your financial life, such as budgeting, risk …
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Intentional Wealth Management: A Case Study in Strategic Planning for Non-Planners
Introducing Lila and Victor Lila and Victor, both in their mid-40s and living in Santa Barbara with their two teenagers, are successful medical professionals earning …
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Divorce After Retirement: Navigating the Questions with a Wealth Advisor
Getting divorced later in life, especially after retirement, presents unique challenges and considerations. While emotionally taxing at any age, post-retirement divorce can be significantly more …
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Living and Working in Our Communities
There’s a unique charm to living and working in a close-knit community like Santa Barbara, where we planted our roots in 2008. It has been …
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How to Address and Overcome Common Financial Fears of Running Out of Money During a Divorce
Alongside the death of a loved one and moving, divorce is among the top three most stressful life events people face. A divorce takes an …
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What Does Financial Planning With Integrity Mean?
Optimizing your wealth is not a one-step process; it’s a lifelong journey crafted with care and consideration. Our team at Monarch Wealth Strategies strives to …
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