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

Women + Wealth Solutions

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Carle Place, NY
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.

07/13/2026

Part 3 of our ABC's of Finance series is live!

This week we're covering Certificate of Deposit, Convertible Bond, Cost Basis, and Custodial Account...four terms that come up constantly in financial planning conversations and aren't always well understood.

Financial literacy is a cornerstone of building long-term wealth. The more fluent you are in the language of money, the better equipped you are to make decisions that actually serve you.

07/04/2026

Wishing you a 4th filled with fireworks, family, and the kind of freedom that comes from knowing your finances are working for you.

Happy Independence Day from all of us at Women + Wealth Solutions!

06/30/2026

If Something Happened Tomorrow… Would Your Financial Life Make Sense?

Join us in one week | 4–5PM for our live webinar.

💻 Streaming on all socials | womenandwealthsolutions.com

06/26/2026

Most investors stop at the headline numbers. Sales up? Earnings beat? Great!! moving on...

But that's only part of the picture.

The income statement tells you how a company performed, not just that it did. And sometimes the "beat" looks a lot less impressive once you dig in.

We broke down the 5 key metrics to look for — revenue, gross margin, operating expenses, operating margin, and EPS — and why each one matters.

Reading them together is what separates a surface-level read from a real one.
Read the full breakdown here: https://www.cnbc.com/2022/10/03/how-to-analyze-an-earnings-report-part-1-the-income-statement.html

Drop any questions below! 👇

06/20/2026

SUN QUEENS is an organization supporting professionals serving the senior community and their families. This past Thursday we held our summer soirée. Thank you for sharing your incredible roof top and organizing the perfect weather for it
We also said good
bye to our co- president Teres Rodney, MBA, CSA who has brought such professionalism and deduction to the organization. The evening was a success due to the board's tireless efforts in organizing every detail and who could do it better then Tina O'Keeffe Gail Deutchman, MAS Annette Fisher and the Andrew Jaloza, Esq. Crew. (if I forgot anyone, my apologies)
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06/19/2026

Facebook:

The ABC's of Finance continues with the B's!

Ever heard someone mention basis points or a bull market and had no idea what they meant? We've got you covered.

06/17/2026

Have you heard about Trump Accounts yet?

If you've got kids or grandkids in the 2025–2028 age range, there's a $1,000 federal contribution waiting for them.

We broke down the basics below👇👇

Curious if this new account is right for your family? chat with us here: https://www.womenandwealthsolutions.com/booking-calendar/free-consultation

06/03/2026

Last evening, the Estate Planning Council of Long Island held its annual gala at the beautiful Crescent Beach Club, providing the perfect backdrop for an unforgettable evening.
Great company, delicious food, and a spectacular sunset made this year's gala one of the best yet. It was wonderful to spend time with so many talented professionals dedicated to serving our clients and strengthening our community.
A shout out and thank you to past president Peter Manzi ,and to my colleagues Reena Gulati, J.D. , Candice Lira, and Ilene Samuel just to name a few of the many wonderful people in attendance.
Events like these are a reminder of the value of professional collaboration, lifelong learning, and the relationships that make our work so rewarding.

05/29/2026

A conversation we’ve been having a lot lately:

“I make good money… so why does it still feel like I’m behind?”

The answer is often lifestyle creep. As income increases, spending quietly increases too — sometimes without us even realizing it.

Without a clear plan for your money, it’s easy to wonder where it all went. Budgeting isn’t about restriction... it’s about giving your money direction and creating peace of mind!

05/27/2026

Saving for your kid's education??

The 529 and Coverdell ESA both offer tax-free growth... but the rules are very different.

Which one wins for your situation? Swipe through and find out. Drop a ❓ in the comments if you want us to break down your specific scenario.

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

Website

http://www.womenandwealthsolutions.com/

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