Women + Wealth Solutions

Women + Wealth Solutions When you want to know you'll be financially sound, we are here to help you decipher your options. (APFS) Member FINRA/SIPC.

Securities offered through American Portfolios Financial Services, Inc. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Women + Wealth Solutions is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios

Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Seven years ago, Ronit took a leap: she left a partnership and relaunched Women + Wealth Solutions as a solo practice, f...
09/02/2026

Seven years ago, Ronit took a leap: she left a partnership and relaunched Women + Wealth Solutions as a solo practice, for the second time in her career. 🎉

Today WWS is a thriving team with a growing community of clients who trust us with some of their biggest financial decisions and life transitions. Ronit wrote a beautiful reflection on what these seven years have taught her: about business, about resilience, and about what it really means to be someone's trusted advisor.

"This business isn't really about investments. It's about people."

Read the full blog post here: https://www.womenandwealthsolutions.com/post/seven-years-of-women-wealth-solutions-a-journey-of-independence-growth-purpose

If it resonates with you, send us a message. We'd love to hear from you!

Seven years ago, I stepped back out on my own. I relaunched my solo practice under the name Women+Wealth Solutions, returning to something I had first done in 2006.The first time I ventured out on my own, I had made the decision to leave a major bank program and open my own practice. I believed I co...

Good news if you or someone you love works overtime 👏The IRS just clarified the "no tax on overtime" deduction for 2026,...
08/26/2026

Good news if you or someone you love works overtime 👏

The IRS just clarified the "no tax on overtime" deduction for 2026, and it's a lot more straightforward than last year. Employers will now report the exact amount on your W-2, so no more digging through pay stubs to figure it out yourself.

We broke down what's changed and what to watch for in this week's Wealth Weekly.

08/19/2026

Grief doesn't leave room for major financial decisions...and it shouldn't have to.

Ronit shares something we tell every widow we work with: in the immediate aftermath of losing a spouse, the goal isn't to have it all figured out. It's to keep the basics running and wait on the big, irreversible choices until you're ready.

If you or someone you love is facing this, we'd be glad to talk it through. No pressure, just support.

Reach out to schedule a conversation with our team here: https://www.womenandwealthsolutions.com/booking-calendar/free-consultation

One of the questions we get asked most: should you pay off debt or start investing first? 💭 Swipe through to see how we ...
08/18/2026

One of the questions we get asked most: should you pay off debt or start investing first? 💭

Swipe through to see how we walk our clients through this decision.

Every situation is different, so if you're not sure where you stand, we're happy to help you figure it out at womenandwealthsolutions.com

The   crew showed up in force last night to support the amazing work Beatrice Haas does for Jacies Kids, a non for profi...
08/12/2026

The crew showed up in force last night to support the amazing work Beatrice Haas does for Jacies Kids, a non for profit organization supporting families whose children are battling cancer. A successful and thoroughly wonderful evening was had by all.

Is the 4% rule dead? 🤔New research shows the classic retirement withdrawal strategy carries more risk than most people r...
08/12/2026

Is the 4% rule dead? 🤔

New research shows the classic retirement withdrawal strategy carries more risk than most people realize, especially the longer you live. We broke down what the numbers actually say and what might work better in this week's Wealth Weekly.

We're heading into the last stretch of the year, and it's the perfect time to get ahead of a few things before they turn...
08/08/2026

We're heading into the last stretch of the year, and it's the perfect time to get ahead of a few things before they turn into last-minute scrambles.

Swipe through for 5 quick money moves worth making before Q4...from checking your 401k contributions to prepping for open enrollment before HR sends the packet.

Small windows now save a lot of stress in December!

The market just had its best week in over a year 📈Records, records, records… but does that mean your retirement plan sho...
08/05/2026

The market just had its best week in over a year 📈
Records, records, records… but does that mean your retirement plan should change? Short answer: no. Long answer: this week's Wealth Weekly!

DM us if you want to talk about what it means for your accounts.

07/29/2026

📣 Big news! Women + Wealth Solutions is officially on Instagram!

Follow along for money tips, behind-the-scenes moments, and everything we're building here at WWS... all in one place, made for you.

👉 Find us at

Come say hi!

We met up in person today - INC Business Networking group, and had the pleasure to celebrate  Hass birthday. Super easy ...
07/28/2026

We met up in person today - INC Business Networking group, and had the pleasure to celebrate Hass birthday. Super easy to network when you genuinely like your co-professionals 😉 Mary Warren Mancini Bennett Gold Ellen Gold To name a few Sharon McDermott

Address

346 Westbury Avenue 2nd Floor, Carle Place
Carle Place, NY
11514

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 12pm - 6pm
Friday 9am - 2pm

Telephone

+15165968581

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