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As we celebrate International Women’s Day and Women’s History Month, we recognize the unique challenges women face in financial decision-making. Despite increasing access to financial education, many women—especially widows, single moms, and primary breadwinners—still feel uncertain about investing and long-term financial planning. “Financial planning isn’t just about numbers – it’s about empowering women to take control of their wealth journey and feel confident in their financial decisions.” – Mary Saylor, CPA, CFP?, Senior Director, Wealth Management at Choreo At Choreo, we’re committed to providing tailored financial guidance that helps women navigate career transitions, caregiving responsibilities, and wealth-building with confidence. Swipe through for Mary’s perspective, and let’s keep the conversation going. What financial advice has empowered you the most? #IWD2025 #WomensHistoryMonth #WomenInFinance #FinancialConfidence #Mentorship #Leadership #WealthPlanning

Financial planning is key to building and preserving wealth, and women face unique considerations in the process. From risk management to succession planning, these five factors can help create a lasting financial legacy. Learn more: https://lnkd.in/g957mbbM #WomensHistoryMonth #FinancialPlanning #WealthManagement

As we reflect on International Women’s Day 2025, we celebrate its impact while acknowledging that the confidence gap in financial decision-making remains. With Women's History Month in full swing, it’s a powerful reminder that real progress requires ongoing commitment. Choreo’s Chief Marketing and Communications Officer, Marissa Fox-Foley, shares how sponsorship, education, and generational financial planning are essential to empowering our female advisors—so they can better support our female clients.? Read Marissa’s long-form post below and share your thoughts! #IWD2025 #WomenInFinance

Financial planning isn’t just about growing wealth; it’s about creating security, flexibility, and opportunity at every stage of life. Whether balancing career and caregiving, navigating investment decisions, or preparing for life’s transitions, women deserve trusted guidance and strategies tailored to their unique journeys. Having a knowledgeable advisor can provide clarity, confidence, and a path forward. How do you approach long-term financial planning? Read our full piece here: https://lnkd.in/grYdE3Pb #WomensHistoryMonth #IWD2025 #WomenAndWealth #FinancialPlanning #LegacyBuilding #WomenInFinance

Women are making more financial decisions than before, according to a recent study from the CFP Board. However, their voices aren't always being heard as men still lead financial conversations. ? Not surprising Choreo advisor Krista Baumgardner, CFP? told Leo Almazora at InvestmentNews especially since men tend to occupy the household CFO position, establishing a pattern that can persist for years. ? "I will say I think there has been a drastic shift in recent years, and that gap will hopefully start to narrow," Baumgardner,?associate director of wealth management at Choreo, said, pointing to the body of statistics showing a rise in female investors from the baby boomer generation through Gen Z. ? Check out her thoughts on how to get more women voices heard: https://lnkd.in/e-M_MSSH

This Women’s History Month, we honor the incredible women who have paved the way for financial independence and empowerment. We are committed to supporting women achieve their financial goals. Whether it’s through personalized investment strategies, tax planning, or retirement planning, our team is here to help you every step of the way. Join us in celebrating the strength, resilience, and achievements of women and continue to break barriers and build a brighter financial future. #WomensHistoryMonth #Choreo

Looking to build long-term wealth and optimize your retirement strategy? Roth and Mega Backdoor Roth conversions offer high earners a tax-efficient way to grow their savings. Learn how these strategies fit into a comprehensive financial plan and set yourself up for future success. Read more: https://lnkd.in/g8mqYE68 #FinancialPlanning #RetirementPlanning #WealthManagement #TaxEfficiency

? In a recent op-ed in Financial Advisor Magazine, Choreo Chief Marketing Officer Marissa Fox-Foley shares why marketing is just as critical as returns when it comes to attracting and retaining clients. In a competitive and evolving landscape, the ability to communicate value effectively through marketing is essential for building trust, deepening client relationships, and driving growth. Read the full article here: https://lnkd.in/dSrUJ_9b #FinancialServicesMarketing #FinancialAdvisors

Navigating IRA distributions can be complex, but it doesn't have to be. Learn how strategic timing and charitable contributions can maximize your retirement benefits and minimize taxes. Check out our insightful guide on IRA RMDs and charitable giving. #IRAplanning https://lnkd.in/ge9wmggh

Smart IRA planning starts with the basics! From strategic withdrawals to timing Required Minimum Distributions (RMDs), making informed decisions can help secure your financial future. Learn more in our latest insight: https://lnkd.in/ge9wmggh #WealthPlanning #Retirement