While inflation has cooled off some, it still hasn’t settled back to pre-Covid levels. At the grocery store, gas station, and seemingly everywhere else, you’re still experiencing higher prices. Although we can’t control the cost of things, we can control the way we think about our money. Here are some valuable tips for dealing with inflation as part of your investment strategy. #Inflation #FinancialPlanning #InvestingStrategies
Abeona Wealth
Financial Services
Birmingham, Alabama 65 followers
Approachable and Empowering Wealth Management
About us
Providing approachable and empowering wealth management and financial advice to single women, couples nearing or in retirement, and families with special needs. Investment Advisory services offered through Navigate Wealth Management, LLC
- Website
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http://www.abeonawealth.com
External link for Abeona Wealth
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Birmingham, Alabama
- Type
- Self-Owned
- Founded
- 2020
- Specialties
- financial planning, wealth management, investment management, families with special needs, single women, and couples & retirement
Locations
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Primary
Birmingham, Alabama, US
Employees at Abeona Wealth
Updates
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Although all women shouldn’t be lumped into the same basket with the same retirement needs, there are similar headwinds that most of us will face over our lifetime. Women’s finances are impacted by the fact that they are more likely to live longer, invest less, earn less money, and be less involved in the financial planning and investing decisions for their families. As a result, women tend to be less financially prepared for retirement. Here are some things women can do to navigate around these common financial issues as they seek to build their retirement plans. #WomensFinances #RetirementPlanning #Finances
The Unique Retirement Planning Issues Women Face
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Individual Retirement Accounts, also known as IRAs, can be a fantastic way to save for retirement. There are two main types: traditional and Roth, and both offer tax benefits. Traditional IRAs let you grow your money tax-free until you withdraw it, while Roth IRAs both grow tax-free and offer tax-free withdrawals in retirement, as well as in a few special circumstances. Which one is right for you depends on your personal financial situation. Let’s dive into the details: https://bit.ly/3yYuM6U #IRA #Roth #RetirementPlanning
Roth vs Traditional: How to Choose the Right Individual Retirement Account
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Long-term care in retirement can cost hundreds of thousands of dollars. It is often misunderstood that while Medicare does help with some medical costs, it does not pay for long-term care that is custodial in nature. How can you make a plan to pay for care if you need it? In this article, we provide insights into the economic challenges of long-term care and how important it is to have a plan. https://bit.ly/3X4ghqi #LongTermCare #RetirementPlanning #HealthcareCosts
Planning for Long-Term Care Part 2: The Economic Impact
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According to LongTermCare.gov, 70% of Americans over the age of 65 will need long-term care. It is an unavoidable fact that most of us will require daily care in some way, shape, or form. Preparing for the cost, preserving your savings, and protecting your loved ones from the burden of care are important goals. Learn more about how planning for long-term care is a vital component of a well-developed retirement and financial plan. #RetirementPlanning #LongTermCare #FinancialPlanning
Planning for Long-Term Care Part 1: The Personal Impact
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At Abeona Wealth, we take an integrated, holistic, fiduciary approach to wealth management. We function like your personal CFO to not only manage investments, but proactively plan for taxes, wealth transfer, charitable giving, and retirement planning. We can free up your time and energy by serving as the main point of contact for you and your family’s accountant, estate planner, and other financial advisors. #WealthManagement #Fiduciary #PersonalizedService
What Is Wealth Management and Why Is It Important?
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Navigating the sale of your business is more than just a financial transaction—it's an emotional journey. In the final part of our Sudden Money Series, we explore how to transition from concentrated equity to diversified wealth, understand tax implications, and find purpose beyond business. Ready to turn a new chapter with confidence? #financialplanning #wealthmanagement #suddenmoney
Sudden Money: Selling a Business - Abeona Wealth
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Receiving an inheritance is a financial event that intersects with deep emotional experiences. While it can provide financial security and expanded opportunities, it may also come with difficult feelings attached. We take a closer look at how to approach this new financial chapter with both sensitivity and strategy. #Inheritance #SuddenMoney #WealthManagement
Sudden Money: Navigating the Complexities of Inheritance - Abeona Wealth
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A new job is a significant life event. New beginnings can represent an exciting time of growth and development, but can also present challenges—personally, professionally and financially. Even a good change can cause stress and anxiety. Much will be out of your control, but empowering yourself with knowledge and awareness will help you focus on what you CAN control. Here are insights into making a successful job transition: #LifeChanges #NewJob #Transitions
Navigating Life Changes: How to Successfully Prepare to Change Jobs
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Knowledge is your greatest asset. That’s why the Abeona Wealth blog offers insights to help you make informed decisions. Dive in to discover how to boost your financial well-being, and reach out to us if you have an idea for a future topic. #FinancialLiteracy #Knowledge #FinancialWellness
Insights - Abeona Wealth
https://abeonawealth.com