From tax law changes and national events to new rules about retirement, we share the headlines that could impact your money – and your retirement.
Publication: Consumer Affairs
The financial planning industry must change its approach to address women’s needs in retirement. Jeannette Bajalia shares why women are focused less on risk tolerance and investments, and more on protection and security.
Publication: American Express
Jeannette Bajalia was featured in this article focusing on how women can get ahead and stay ahead in a competitive business environment.
Publication: CPA Practice Advisor
Women usually earn less than men during their careers, leaving them more vulnerable to financial trouble in their later years. Jeannette Bajalia explains how women can plan now to avoid a crisis later.
The good news is that people are living longer. Unfortunately, that’s also the bad news. Longevity makes financial planning more difficult. Jeannette Bajalia looks at steps every individual can take to make sure their money lasts as long as they need it.
Publication: NY Daily News
Jeannette Bajalia knows firsthand how longevity can impact financial resources. She shares how women can prepare themselves for living longer than they expect.
Publication: Advisors Magazine
Financial planning for women has unique challenges – and that should be reflected in their financial plans. Advisors Magazine featured how Jeannette Bajalia customizes the financial planning process to address women’s specific goals.
Publication: Growing Bolder
Life sometimes throws the unexpected at us. Jeannette Bajalia shares the twists and turns of her life – and how the experiences helped her grow.