Erin Weidner, CDFA®

Financial Advisor to Women and Family Wealth Advisor at The Rancho Santa Fe Group at Morgan Stanley. For more information please visit RSFG website NMLS#1406613

[Erin Weidner, CDFA® @erinweidner32]

How can women achieve better outcomes for their portfolios, their families, their businesses and themselves? My colleague Elizabeth Dennis, Head of Private Wealth Management, sheds light. https://t.co/BcWDOFm6RQ

[Erin Weidner, CDFA® @erinweidner32]

Family wealth can evoke strong emotions, both positive and negative. Before your next family wealth-planning conversation, consider your own attitudes and feelings on the topic. These questions may help. https://t.co/1BYha9Uifi

[Erin Weidner, CDFA® @erinweidner32]

There are seemingly as many different approaches to philanthropy as there are causes to support. Which strategy makes the most sense for you? Let’s discuss. https://t.co/icfeTRrMeV

[Erin Weidner, CDFA® @erinweidner32]

As you consider financial gifts to children or other family members, you may also want to consider how you would like it to be used. Contact me for help assessing your overall estate and exploring gifting and financial education options. https://t.co/C1Cf2hxEHL

[Erin Weidner, CDFA® @erinweidner32]

Investing in equality for women can potentially increase a company’s—and your portfolio’s—bottom line. Here’s how. https://t.co/7T4PQEV7ZE

[Erin Weidner, CDFA® @erinweidner32]

Looking for a tax-smart way to give to your favorite charities? Let’s talk about how a donor advised fund can help you maximize your giving over time. https://t.co/aUA057PT8n

[Erin Weidner, CDFA® @erinweidner32]

Attracting the best team for your family office requires a competitive compensation package. View Morgan Stanley’s new Single Family Office Compensation Report for key insights on compensation levels and trends. https://t.co/FGIJvYcpkS

[Erin Weidner, CDFA® @erinweidner32]

The pandemic upended the labor market and drove many women away from work. Read what Morgan Stanley's Chief U.S. Economist thinks needs to happen to get women back into the workforce. https://t.co/A1fKj0b4p3

[Erin Weidner, CDFA® @erinweidner32]

By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball. Reach out directly and lets build your unique financial plan, together. https://t.co/HeJebBMye5

[Erin Weidner, CDFA® @erinweidner32]

Family Offices are particularly vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world. https://t.co/1vmbOU4DHb

[Erin Weidner, CDFA® @erinweidner32]

As a follow up to last week's post of talking with our parents about finances, it is equally important for families to begin the conversation with their young adult, and adult children. Reach out and we can help with some frameworks for you to start. https://t.co/nGeo4oCYqE

[Erin Weidner, CDFA® @erinweidner32]

Here's the link to the .pdf on Sustainable Investing that we'll use as a framework for our Women and Wealth discussion tomorrow. https://t.co/TbqYK9nttK

[Erin Weidner, CDFA® @erinweidner32]

“Your investment strategy can be more than just a means of accumulating wealth; it can be a tool for supporting the positive change you wish to see in the world.” Join us Thu, Sept. 23rd at 3 pm PST for a conversation on sustainable investing. Reach out for a Zoom link.

[Erin Weidner, CDFA® @erinweidner32]

Things work best when families have open dialogues throughout the years about money, but this doesn’t always happen. One easy entry point is to talk about Social Security and Medicare, topics that are likely to be on their minds as they approach retirement https://t.co/tRI2Yzq8UF

[Erin Weidner, CDFA® @erinweidner32]

What do you know about CalABLE (California ABLE)? An ABLE account, also called a "529 A" account, allows individuals with disabilities and their families a tax-advantaged way to save money for disability-related expenses accounts. https://t.co/7fEsK3YRuX

[Erin Weidner, CDFA® @erinweidner32]

Please join us for our semi-monthly conversations around Women & Wealth. This week’s topic for Women & Investing is: Characteristics of Bonds. Straightforward conversation on various types of Bonds. Send me a message for the Zoom login info.
See you Thursday! ~Erin #wecandothis

[Erin Weidner, CDFA® @erinweidner32]

Money can be one of the trickiest topics to discuss in a family, but avoiding the conversation can lead to challenges. Let’s discuss how to help get the conversation started. https://t.co/UtDHQX1uPI

[Erin Weidner, CDFA® @erinweidner32]

Today we hosted the 3rd meeting of our Women and Wealth series with A Woman’s Guide to Life and Money - Types of Stocks & Equities. If you couldn’t join us this week, reach out for an invite to our next meeting on Thu, Aug 12th when we tackle the characteristics of Bonds.

[Erin Weidner, CDFA® @erinweidner32]

After a period of market volatility, it may be a good idea to see if the amount you’re saving and investing is on pace with the money you’ll need to retire. Morgan Stanley Wealth Management Senior Investment Strategist Dan Hunt explains how: https://t.co/gzVbcNScJw

[Erin Weidner, CDFA® @erinweidner32]

Behind on your investing goals? Here are some tips for getting back on track: https://t.co/Hg3zMb61Xf