Moneypenny Minute: Your Finance Moment

June 22, 2022

Did you know that there are investments that support LGBTQ+? If you are looking for investments to support your community here are a few funds to explore: Vanguard FTSE Social Index Fund (VFTAX); expense ratio: 0.12%. Change Finance US Large Cap Fossil Fuel-Free ETF (CHGX); expense ratio:… Read More >>

How LGBTQ+ Families Can Build Wealth Over a Lifetime

June 15, 2022

For many LGBTQ+ families, thinking beyond convention is essential to a vibrant family life. Whether you’ve found a family in a tight-knit community or in a long-term partnership with adopted children, there are many ways to build a home. Finance for the LGBTQ+ family need be… Read More >>

Moneypenny Minute: Your Finance Moment

May 18, 2022

“It’s a woman’s right to control her own destiny, to be able to make choices without the Big Brother state telling her what she can and cannot do.” –Ruth Bader Ginsburg Over the years, we have found that when women take control of their finances, they… Read More >>

Moneypenny Minute: Your Finance Moment

April 23, 2022

Preserving wealth, through estate planning trusts. Families may be able to preserve family wealth by using various estate planning trusts such as Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, and Charitable Trusts. Understanding how to use the various estate planning trusts may be… Read More >>

Moneypenny Minute: Your Finance Moment

March 8, 2022

Increasing women’s economic power, through Gender Lens Investing. Today, female investors are wanting to use their increasing wealth to promote gender equality as part of an investment strategy.

Why It’s Time to Celebrate and Elevate Women’s Economic Power

March 7, 2022

Take a moment to look at the women around you. Whether they’re reimagining how professional networks can best support women or transforming the future of women’s health, women are shaping the vibrant, equitable economy of our future.  But the truth is, we still haven’t tapped into the… Read More >>

Moneypenny Minute: Your Finance Moment

February 18, 2022

“Words lead to actions that can change the world” – Amanda Gorman If you can say long-term investment plan, then you are talking about financial planning. If you are talking about financial planning, then you are getting ready to change your life. When you change your… Read More >>

3 Money Mistakes Entrepreneurs Make – and How to Fix Them

February 14, 2022

Even the savviest business owners have been there: we get swept up in our business goals, letting our personal priorities fall by the wayside. But as every entrepreneur knows, the longer our entrepreneurial dedication eclipses our personal needs, the more our business and personal goals will suffer. Thankfully,… Read More >>

Moneypenny Minute: Your Finance Moment

January 19, 2022

Are you living to work or working to live? A healthy way to begin anew with money is to accept yourself and plan for the future that you want. 

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Singer Wealth Management