Rachele Stivaletta

St. Patrick’s Day is a good reminder that luck is not a strategy. ☘️

The best outcomes usually come from consistent decisions, good habits, and a strategy that gets reviewed.

Wishing a happy St. Patrick’s Day to clients, partners, and friends.

Women’s History Month question:

Does your family’s financial strategy reflect that by 2030, women are expected to control much of $30 trillion in US financial assets, according to a landmark study by McKinsey & Company?

Why Does This Matter for Families

👥 More households will have women leading major financial decisions, from retirement choices to legacy goals.

📌 Women live about five years longer than men on average, which might influence withdrawal strategies, insurance approaches, and long-term care decisions.

🧩 Clear roles, transparent accounts, and a playbook for what happens if one partner has to manage everything.

What’s a financial lesson you learned from a woman in your life?



Sources
https://mck.co/4cCwnkt?

https://bit.ly/4su3vPZ

https://bit.ly/4suk0LY?

🎗️ Cancer touches almost every family in some way.

With each diagnosis comes navigating treatment, uncertainty, hope, and fear all at once.

World Cancer Day is about:
● Raising awareness and promoting prevention
● Encouraging early detection
● Calling for fair access to treatment and support
● Honoring those living with cancer, survivors, caregivers, and those we have lost

To everyone carrying this in some way, whether personally or through someone you love, you are not alone. We are thinking of you and standing with you. 🎗️