Blog
Welcome to Katy's Blog.
Katy Ufferman leads Maxwell Financial Management’s practice dedicated to helping women with their investments and retirement planning. She’s an advocate for helping women plan for their retirement, because her firm has found although more women are providing for their families when it comes to preparing for retirement, only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle. TransAmericaCenter.org, 2017
Plan Your Legacy Now with the Family Love Letter®
None of us want to think about the death of a loved one. Having your financial and legal documents and plans organized in advance will help your loved ones during the confusion following death.
Read More
Self-Employed? These Tips Can Help You Prepare for What's Ahead
The pandemic changed the way many of us work and it had a most dramatic effect on women workers....
Read More
Take care of yourself this Valentine’s Day
Self-care is important and filters into financial care and daily life.
Read MoreShow All
Investing in Your 20s, 30s, 40s, and Beyond - Tips for Women at Every Stage of Life
Investing in Your 20s, 30s, 40s and Beyond Tips for Women at Every Stage of Life By Katy Ufferman, Maxwell Financial Management Knowing how to save and invest and plan for the future is hard at any age. If you’re not...
Read More
5 Tips for End of Year Financial Planning
Getting Your Financial House in Order 5 Tips for End-of-Year Planning Year-end is a great time to get your financial house in order and start planning for the new year. As you are putting away decorations or have a few days off of...
Read More
5 Questions to Consider When Changing or Quitting your Job
As women leave the workforce in record numbers, preparing for financial future takes center stage We’re hearing it everywhere – people are leaving their jobs in record numbers. Neighbors, family members, friends of friends,...
Read More