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Danielle Nava

Danielle Granger Nava, CFP® is a Wealth Advisor and co-owner and VP of Generation Wealth, a family-owned wealth management firm that specializes in comprehensive financial planning for women executives, modern entrepreneurs, and families of all generations.

If You Don’t Control Your Money, It May Control You: 8 Tips For Money Management In a Volatile Market

Money management and investment strategy are critical areas that deserve undivided attention, particularly for HENRYs – High Earners Not Rich Yet. This demographic often earns a significant income but has yet to amass substantial wealth due to various lifestyle choices or financial obligations. Moreover, they are usually in the early or middle stages of their […]

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Breaking Barriers: Women and the Path to Investment Confidence

New research from Fidelity Investments gives a unique insight into how many women approach investing and other financial decisions.1 For example, more than half of all women, compared with just 43 percent of all men, say they would prefer to sit tight and wait out market volatility instead of selling. Women are also less likely

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Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets. The person leaving the inheritance, the decedent, will likely specify how their wealth will be distributed through an estate plan or will at their

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Unlocking the Power of ESG in Retirement Planning

In today’s world, many nearing retirement are not solely interested in investing for wealth accumulation for their own benefit, but investing in companies that share specific environmental, social, and governance values working to improve society and the world. ESG (environmental, social, and governance) investing is a type of investing where social, environmental, and governance factors

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Key Financial Wellness Metrics for Near-Retirement Individuals

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement. 1. Income Replacement Ratio One of the primary financial wellness metrics

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The Great Wealth Transfer: Is Your Family Prepared?

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest generation, currently controlling 70% of the disposable income in the United States. It is imperative families

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Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW individuals. In this article, we discuss understanding health as an invaluable asset, the necessity of LTC insurance, and the healthcare needs and considerations

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Qualified Charitable Distributions for RMDs

Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI). Using a QCD strategy, one can transfer a portion or all their RMD directly from their IRA to a qualified charitable organization while receiving

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Empowering Your Legacy: How to Create a Charitable Giving Plan

People give for a variety of reasons, and philanthropy has the potential to provide cognitive, emotional, and financial benefits to those who donate. Some find personal satisfaction in helping to improve their communities, while others take a broader approach to tackling global concerns. The goal is exploring and participating in missions that share the values you and your family hold dear.

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