The coronavirus pandemic has been a wakeup call, showing us all how quickly our lives can change. Even healthy adults have gone from living their lives to coming down with fevers to being placed on ventilators in hospitals, all in the span of a couple weeks. The worst scenarios have led to untimely deaths and…
Catherine Gareri
Cathy has over 25 years of experience helping individuals and families with their pre & post-retirement planning, estate transfer objectives, and asset protection needs.
She is passionate about creating enduring relationships through her commitment to truly getting to know clients and their families, and providing thoughtful guidance in a genuine, friendly, caring and impactful way.
With a focus on the areas of retirement income planning and estate conservation, Cathy has helped numerous Finivi clients achieve their desired retirement lifestyles, while also meeting their asset protection and legacy goals.
Cathy and her husband Robert live in Uxbridge, MA.
Recent Articles by Catherine:
Why So Many People Want to Avoid Probate
We hear so much about the importance of estate planning and avoiding probate, but very little about the details of why and how. Why is estate planning important? What is probate, anyway? What’s so bad about probate, and how can estate planning help avoid probate? What is probate? Probate is simply the legal process of…
My Husband Just Passed Away – Now What Do I Do?
After the loss of a spouse, especially when it comes unexpectedly, it can be overwhelming to have to deal with so many financial and lifestyle decisions. Many women find themselves in a situation that they may not be familiar with—as many times, their husband has been the primary party dealing with the finances. This may…
5 Ways Women Over 65 Can Still Plan for a Secure Retirement
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…
The Top Financial Issues Facing Retired Women in 2017
When you think of your retirement years, you probably imagine a relaxing and peaceful time in life. Enjoying time with your grandchildren and traveling more may be at the top of your list of things to do; however, there are several factors to take into account to help increase your confidence that your retirement will be financially independent and that…
The Emotional Burden of Caring For Loved Ones
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…
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