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“ ...the reason people stick their heads in the sand when it comes     to finances is they are overwhelmed. No one has given them the information and tools they need to break apart the financial
planning process.”

Sharing information about financial health isn’t just our job. We’re passionate about empowering people by making financial management understandable, meaningful and a regular part of life.

Women Wealth & Wisdom shares the message that Knowledge is Power when people make sound, educated financial decisions for themselves and their families. We are dedicated to helping women and their families learn more about investing, family finances and planning for their future.

Media Mentions   Sharing the message that ‘knowledge is power’ is an everyday activity for us.  It's not uncommon for us to be mentioned in the media talking about money management, retirement, savings and best practices for financial fitness. Our message is to help make financial planning a priority in your life.

Knowledge Is Power Book Club Women reading and discussing the best books available on personal and family finance. The Knowledge is Power Book Club focuses on one book per session, meets quarterly, and supports members to take action toward financial fitness. Book club groups currently meet in Skaneateles. To start your group in Central New York, contact us for details.

Client Events   Women Wealth and Wisdom clients are the best people we know!  We regularly host events to celebrate, educate and elevate women, helping them get comfortable with the subject of finances and planning for their future.  Women Wealth and Wisdom Spa Events let women relax, get pampered and ask tough questions that we love to answer.  
This spring, we’re pleased to announce ‘Young Learner’ events, helping area Girl Scout troops earn their financial literacy badges.

Meet Lisa and Eileen Our philosophy of financial planning and more at the About Us page on this website.

Newsletters

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

HOT TOPIC: Looking Beyond the Bull Market

When the latest “bull market” for U.S. stocks reached the five-year mark on March 9, 2014, the S&P 500 had risen 177% — and only five bulls have lasted longer. This Special Report explains how bull and bear markets are generally defined, compares recent stock performance to historical market trends, and warns about the difficulty of predicting the future direction of financial markets.

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

HOT TOPIC: Nobel Prize Winners Offer Investing Lessons

A trio of American Nobel Prize-winning economists contributed to fundamental investing concepts and principles.

More Newsletters →

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Payment

How much would your monthly lease payment be?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Contact Info

Phone: 315-425-6319

womenwealth&wisdom @axa-advisors.com

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