• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Facebook
  • LinkedIn
info@finivi.com
(508) 870-0440
Client Login

Finivi

Investment Management Services

  • Who We Are
    • Our Team
  • What We Do
    • What to Expect
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Empowering Women
    • Plan for the Life You Want
  • Insights
  • Events
  • Contact Us
    • Press & Media
    • Careers
    • Internships

Women & Wealth Articles

7 Financial Tips for Women Preparing for Divorce

July 11, 2017 by Katie E. Moore, CDFA®

Going through a divorce can be emotionally and financially stressful. While it is important to mentally prepare for some of the raw emotions that will certainly come along with divorce, it is also important to prepare financially for divorce. Statistically, it is more likely for a woman to fall into poverty or a much lower income situation after a […]

Filed Under: Personal Finance, Women & Wealth

The Pros and Cons of Remarrying Later in Life

June 16, 2017 by Katie E. Moore, CDFA®

Getting married is a big step for any couple to take.  Typically, when we think of the important factors of marriage, we relate it to a young couple finding compatibility, having children, and reaching life goals together.  Finding love later in life—after having children, reaching certain life goals, and already having assets acquired—has a completely […]

Filed Under: Personal Finance, Women & Wealth

5 Ways Women Over 65 Can Still Plan for a Secure Retirement

June 10, 2017 by Catherine Gareri

Planning for retirement starts in your twenties, but what if you are in your sixties and nearing retirement and haven’t planned properly?  Is there anything that you can do to make your retirement more financially independent?  The answer is yes.  Here are 5 ways a women over 65 can still plan for a financially independent retirement: Develop good habits […]

Filed Under: Retirement Planning, Women & Wealth

The Emotional Burden of Caring For Loved Ones

April 4, 2017 by Catherine Gareri

Over 65 million people provide care for an elderly family member on a routine basis. But if you happen to be a woman, the chances of that responsibility falling to you are almost twice as likely. One study estimates 66 percent of caregivers are females over the age of 50; whereas, only 34 percent of males over the age […]

Filed Under: Personal Finance, Women & Wealth

5 Steps to Redoing Your Estate Plan After a Divorce

March 20, 2017 by Katie E. Moore, CDFA®

Going through a divorce is a major life change, but it can also be a fresh start that allows you to look forward to new opportunities and to set and plan your own priorities.  One of those opportunities is re-defining your future estate distribution plans while also ensuring you will be remembered the way you […]

Filed Under: Estate Planning, Personal Finance, Women & Wealth

Why More & More Women Are Single In Retirement

March 6, 2017 by Katie E. Moore, CDFA®

The number of currently married women who will live alone at some point during their retirement years, due to widowhood or a late divorce continues to grow at a steady pace. With 27.5 million married baby boomer women now heading into retirement, many may find themselves woefully unprepared financially for living life on their own. […]

Filed Under: Retirement Planning, Women & Wealth

What Women May Need to Know About Retirement Planning

January 19, 2017 by Katie E. Moore, CDFA®

When it comes to planning for retirement, there is no one-size-fits-all option. While the retirement goal of being able to live comfortably during your golden years may be the same for men and women, the path to reach that goal can be very different.  There are many issues that women need to account for; that […]

Filed Under: Retirement Planning, Women & Wealth

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4

Primary Sidebar

Footer

About Us

Finivi is an independent, fee-based financial planning and investment management firm that offers clear, actionable advice designed to help improve your life.

HOME | WHO WE ARE | WHAT WE DO | WHAT TO EXPECT | BLOG | CONTACT US
  • Facebook
  • LinkedIn

Contact Us

Finivi Inc.
1400 Computer Drive, Westborough, MA 01581
Get directions: iOS | Google

Office: (508) 870-0440
Fax: (508) 898-3097

Email: info@finivi.com

Our Newsletter

Subscribe to our newsletter to get the latest updates from our blog. We respect your privacy.

© 2018-2025 Finivi Inc. | Site by Mathias Media

Privacy Policy | ADV Part 2A - Disclosure Brochure | Form ADV Part 3 - Client Relationship Summary

Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor.

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish
Close

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Krista Isabelle

In her free time, Krista can be found crafting, cooking, spending time outdoors with her family, or curled up reading next to her beloved pets.

  • Hometown: Hopedale, MA
  • Birth Month & Year: August 1994
  • Favorite Hobby: Cooking & Baking
  • Favorite Food: Baked mac & cheese
  • Can’t be interrupted when: Reading
  • Hidden Talent: Cartoon drawing
  • Something on her Bucket List: Fostering animals

Danielle Drew

When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
Close
 

Loading Comments...
 

You must be logged in to post a comment.