PRINCIPAL AND CERTIFIED FINANCIAL PLANNER™
INTERCOASTAL WEALTH PLANNING
Certified Financial Planner™ and Certified Financial Fiduciary Beth Bennett advises that women must be empowered and involved in their financial plans and understand where all of their assets are and what they are used for. As a mother and a woman who has been through a divorce, Bennett is constantly working toward her own financial future. She advises her clients to do the same, and be in control of their finances, not leaving that responsibility to someone else.
“It is imperative to know and understand the types of investments that you have, the log-ins for your accounts, and to share that information with your spouse/significant other, if applicable. Being aware of your spending habits and where all of your money is going, whether you are single or married, is also very important,” she says.
In the midst of tax season, Bennett shares a few helpful hints: “Make sure that you’re taking advantage of all of the deductible retirement account contributions that you can make, and remember that up until April 1, you can make a prior year contribution to your IRA or your Roth IRA, so don’t miss out on that opportunity.”
Bennett adds, “In the new year, and always, it’s important to keep your financial house in order with someone you can trust. I am here for you.”
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intercoastalwealth.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory, Insurance, and Tax Services offered through Bay Financial Planning and Tax Services, DBA Intercoastal Wealth Planning LLC, a Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated.
