Women + Wealth Solutions

Call Directions Website Contact the business

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.

09/23/2026

Join us live at 4:30 PM EST as we discuss everything Socialism and Capitalism and these heavy topics fit into the context of our financial lives!

Tomorrow ONLY!! Join us live at 4:30 PM EST. You do not want to miss this one...
09/22/2026

Tomorrow ONLY!! Join us live at 4:30 PM EST. You do not want to miss this one...

Socialism vs. capitalism: two words everyone throws around, but what do they actually mean for your money? Join Ronit an...
09/17/2026

Socialism vs. capitalism: two words everyone throws around, but what do they actually mean for your money?

Join Ronit and Malli live on Wednesday, September 23rd at 4:30 PM, as we break it down in plain English and connect it back to your own financial life.

Grab a coffee and tune in, we'd love to have you!

Earnings reports get a lot of attention, but most people only look at the top-line numbers and move on.There's more to i...
09/16/2026

Earnings reports get a lot of attention, but most people only look at the top-line numbers and move on.

There's more to it. Revenue, margins, operating expenses, EPS: reading these together tells you a lot more about how a company is actually doing than any single figure on its own.

Part 1 of our series on analyzing an income statement. Save it for later, and let us know if you have questions.

Investing doesn't have to be complicated to be worth understanding. Here's a simple breakdown of three common fund types...
09/12/2026

Investing doesn't have to be complicated to be worth understanding. Here's a simple breakdown of three common fund types: ETFs, Index Funds, and Mutual Funds, and how they actually differ from one another.

If you've been putting off learning this stuff, consider this your starting point. Save it for later, and let us know if you have questions.

Heard that Social Security's 2027 raise might be bigger than usual? ๐Ÿ‘€It's tempting to think that means you should claim ...
09/10/2026

Heard that Social Security's 2027 raise might be bigger than usual? ๐Ÿ‘€

It's tempting to think that means you should claim now instead of waiting. Turns out, it doesn't work that way, waiting still pays off, and you don't miss out on the raise either way.

We break it down in this week's Wealth Weekly.

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. ๐ŸŽ‰

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 ๐Ÿ‘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 ๐Ÿ‘

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? ๐Ÿ’ญ 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? ๐Ÿ’ญ

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

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

Alerts

Be the first to know and let us send you an email when Women + Wealth Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Women + Wealth Solutions:

Shortcuts

Share