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See Below for Eileen Price's latest appearance on WCNY's Financial Fitness!

 


...the reason people stick their heads in the sand when it comes     to finances is they are overwh

elmed. No one has given them the information and tools they need to break apart the financial
planning process.”

Sharing informa

tion 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

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Liability Protection for Business Owners

Organizing as a limited liability company has its benefits and offers many of the same legal protections as a corporation.

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Contact Info

Phone: 315-425-6319

womenwealth&wisdom @axa-advisors.com

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