Building wealth over your lifetime is one thing. Successfully saving, preserving, and passing on your hard-earned wealth is another. Retired and soon-to-be-retired professionals, executives, and business owners can find five key principles to help reduce taxes and preserve their hard-earned wealth to create a more abundant lifestyle and a greater legacy.

Marilyn Suey is a featured guest contributor to the new wealth-building book, "Build Wealth Like a Shark" which became a number one bestseller on Amazon in four categories and in three countries.

Readers will discover the biggest financial and tax obstacles to building and keeping wealth; the principle of "true wealth;" the seven major financial blind spots; how to avoid one of the worst retirement-income strategies; and how to avoid financial divorce disasters, among others. The book shows numerous strategies to save, preserve, and pass on wealth.

The “Quick Tips for Savvy Women-Taking Control of Your Work,Your Wealth, Your Worth”, came from a recent women’s networking event for Wharton and Harvard Business School graduates. The room was full and we had great speakers to lead the event and discussions centered on women and careers.

We've created a list of 22 Tips for 2022 to your overall goals, intentions, and how to design your Financial House.

Physicians have unique needs as investors and face special challenges because of higher liability risks, complex financial situations, heavy student-loan debt, and above average income.

Financial success is a goal for many, and women may face unique barriers that make their goals more challenging to achieve.

Are you on the path to financial wellness?

To increase your financia fitness, clarity & comficence. What do women really want and need as they take thier life's journey?