About Catherine

 

Catherine A Milano

A locally recognized Financial specialist in Income, Divorce Financial Settlements Retirement Planning focusing on Women’s financial needs, Cathy Milano, founder and president of Womens Wealth Management, LLC, has applied her wealth of experience in securities and insurance to create financial solutions for over 23 years.

As a National Social Security Advisor she can help you decide when to start your Social Security Income and how to supplement your income so that you will receive the maximum so that your retirement is secure and your income is guaranteed.

As a Certified Divorce Financial Advisor, she can guide you through the financial part of your divorce so that a strategy can be developed. This includes avoiding taxable events and investments for the parties that will protect their future. Cathy can prepare a QDRO (Qualified Domestic Relations Order) that can prevent IRS penalties and taxes when dividing 401K’s, future pensions, etc. so that both parties can reach a settlement quickly.

There is no one best strategy to implement your investments because each individual or couple have unique requirements, different tolerance for risk, and need access to their money at different times. The two most common mistakes made by the retirement-minded are (a) putting all their retirement assets in short-term savings vehicles and (b) unknowingly taking risk they can’t afford. Cathy will advise you on striking a balance between liquidity, safety and risk that supports both needs today, and expectations for tomorrow.

If you’re typical, your retirement could last as long as thirty years. Because of this, you simply cannot afford to make mistakes with your retirement money. There are no second chances in retirement – this is not the time to go it alone. Cathy will always provide time to evaluate/update your retirement plans. You will find comfort in knowing you have consulted with a knowledgeable professional about some of the most important financial decisions in your life.