Finances can be a touchy subject—especially within your relationship or marriage. Statistics show that nearly 75% of Americans feel stress over their finances. Add the financial stress that many feel with other stress factors in life, such as work and kids… it can be overwhelming. So instead of letting the stress of finances weigh your…
Katie E. Moore, CDFA®
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As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions. A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.
Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.
Katie is an active member of her community where she and her husband are raising two beautiful children.
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Recent Articles by Katie:
10 Things Young Couples Should Know Before Getting Married
You’ve found “the one.” You’re ready to commit to forever. While your relationship may seem absolutely perfect in the early stages, you may want to take a step back to make sure that you truly know the person that you will be spending the rest of your life with. Here are ten things that young…
When Your Heart Says “Yes” But Your Wallet Says “No”
Have you ever been shopping and saw a dress that you just knew you had to buy? Bought a new pair of shoes because of a deal too good to pass up? Impulsively grabbed a candy bar or magazine at the checkout counter? We’ve all been there. Sometimes, your brain just tells you “yes,” but…
Are Women Better Investors Than Men?
Who’s better at investing—men or women? If you are like 91% of women asked in a recent Fidelity Investments survey, your initial response is probably to say that men are better investors. Only 9% of women asked in the survey said that they are better investors than men. So you might be surprised that this…
Qualifying for Social Security Spousal Benefits if You Are Divorced or Widowed
As a woman, you are probably aware that you are statistically expected to outlive your husband. According to the Centers for Disease Control and Prevention 2015 Mortality Report, the average woman in the United States will live to age 81.2 years, and the average man will live 76.3 years. That means you can expect to live…
5 Signs Your Caramel Macchiato Could Be Ruining Your Retirement
It’s something you do every day without giving it much thought—you go to your favorite coffee shop to get your cup of motivation for the work day ahead. But did you ever stop and think that the Carmel Macchiato you just ordered could be ruining your retirement? Here are five signs that some of your…
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