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What to Do When Your Spouse Dies: Top Financial Moves for Women

What to Do When Your Spouse Dies: Top Financial Moves for Women

Losing a spouse or partner is devastating, and it can be overwhelming trying to make decisions about finances while grieving. Here are some important financial moves you should consider after your spouse dies.
ESG Investing | The Sustainability Opportunity | CWT Webinars

ESG Investing | The Sustainability Opportunity

Learn more about today's hottest trend in socially responsible investing in our latest webinar: ESG Investing | The Sustainability Opportunity, with Krista Murray, Senior Vice President of CWT, and Isabelle Williams, Investment Strategist at Dimensional Fund Advisors.
ESG Investing (Environmental, Social and Governance) Graphic with icons and arrows

ESG Investing: Why It Matters Now More Than Ever

With potentially higher returns, lower risk, and the power to do good in the world with your investments, the benefits of ESG investing are clear.
CWT Blog | 5 Things to Do When Retiring as a Single Woman

5 Things to Do When Retiring as a Single Woman

As a single woman, it can be scary facing retirement alone. Single women face different challenges when retiring, including living longer and needing more financial resources. These challenges require advice
6 Things You Need to Do Before You Get Divorced

6 Things You Need to Do Before You Get Divorced

When divorce happens, it can set off the gamut of overall emotions. These six tips are a reminder that without a lot of planning while you’re in the middle of it, your divorce may never have a happy financial ending. Even though this is happening to you personally, make these smart moves so you can still figure out how to secure and maintain your own financial independence.
CWT Blog | 5 Insurance Policies Your Business Needs to Have

5 Insurance Policies Every Small Business Owner Needs

Download E-Book This is the weekend you have finally decided it’s time to start your own business. You’ve had enough of the corporate rat race and now you want to
CWT Blog | Smart Financial Moves to Make After a Divorce

Smart Financial Moves to Make After a Divorce

Divorce is one of those life events that may be one of the most difficult transitions any person has to make. Some divorces end amicably, while others end up with such irreconcilable differences that the two parties never speak again. While lawyers usually end up in the middle of the finances when a couple divorces, here are five things to consider reviewing after your divorce.
CWT Blog | How Much Is Your Advisor Charging You?

How Much Is Your Advisor Charging You?

Download E-Book Are you familiar with the fees that your financial advisor is charging you for their services? Here at California Wealth Transitions we charge a flat percentage rate to
CWT | Divorce

Divorcing Your Financial Plan When Your Marital Status Changes

While getting divorced is a very difficult time, there are several other things that will change along with your marital status. You and your spouse’s finances will need to be divided during the divorce, but this is a great opportunity to evaluate your financial standing.
CWT Blog | The Five Biggest Mistakes Investors Make

The Five Biggest Mistakes Investors Make

Download E-Book MISTAKE # 1 – Holding Cash Anyone remember the Aesop’s fable about the ant and the grasshopper? Put briefly, the ant worked hard all summer storing up food.