Danielle Workman - Financial Center for Women
As a widow, I have a passion to help women gain confidence and provide the resources to overcome life’s challenges if they find themselves suddenly single.
Danielle’s mission is to help women and their families to make sound financial decisions, guiding them toward continual financial success and the lives they desire. I believe that the financial planning process serves as the foundation upon which women and families grow their wealth and attain their financial goals and objectives. I am dedicated to helping my clients achieve a successful retiremen
A checklist for what to do (and not do) after someone dies
What to Do When Someone Dies: A Checklist It’s easy to overlook an important task after a loved one passes away. Follow this checklist to help make a challenging time less confusing.
According to a recent report by UBS, only 20% of couples participate equally in financial decisions. However, it’s not in your best interest to take a backseat when it comes to managing family finances — here’s why.
Why You Need To Be Involved in Your Family’s Finances Be prepared for the worst and empowered in the present.
Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023.
How the FDIC Protects Your Money After a Bank Run
What the FDIC Does to Keep Your Money Safe After two bank failures, the regulatory agency intervened to keep additional bank runs from occurring.
“Is My Money Safe?” Real Answers For What’s Happening At U.S. Banks
"Is My Money Safe?" Real Answers For What's Happening At U.S. Banks If you've recently Googled the question: “Is my money safe?” you’re not alone. Searches have spiked sky-high since the failure of Silicon Valley Bank
As I reflect on the 10th year as a widow, I realize I need to be more bold about reminding families about the importance of life insurance. Here's a short talk with Paula Christine on the Beyond the Paycheck podcast about the basics of life insurance.
Episode 10: The Importance of Life Insurance | Paula Christine In our 10th episode, Paula Christine welcomes Danielle Workman of Lincoln Financial Group. We’re talking about life insurance.
54% of teenagers feel unprepared to finance their futures, survey shows
54% of teenagers feel unprepared to finance their futures, survey shows Some 54% of teens are worried about affording higher education, according to a survey from Junior Achievement USA and Citizens Bank
Buyers are making concessions to nab a home. Here's what they're doing.
Buyers are making concessions to nab a home. Here’s what they’re doing Some 58% of U.S. adults would be willing to take action to find housing that is more affordable, according to a Bankrate survey.
2022 has been a dangerous time to retire - here's what you can do about it
Why 2022 has been a dangerous time to retire — and what you can do about it Stocks and bonds are down, and high inflation means retirees may need to draw more from their investments for income. But there are ways to manage these risks.
Here's what to know about creating a special needs trust
Creating a special needs trust? Here are the costs, what you need to know and who to use It's imperative that families shelter assets in special needs trusts to ensure impaired loved ones do not lose life-saving government financial support.
Feeling behind on retirement savings? These tips can help you make up for lost time
Feeling behind on retirement savings? These tips can help you make up for lost time Saving for retirement may seem like a daunting goal. But moves you make to save more now can help you live more comfortably later on.
These are Gen Z's top work priorities -- and remote isn't one of them
These are Gen Z’s top work priorities—and remote isn’t one of them A new report from the National Society of High School Scholars finds that the career priorities amongst Gen Z talent have changed since the Covid-19 pandemic.
Here are the first financial steps to take after losing a spouse. For additional resources visit - www.financialcenterwomen.com/Suddenly-Single.6.html for our Surviving Spouse Checklist.
Here are the first financial steps to make after losing a spouse From navigating Social Security benefits to locating all of a partner's assets, new widows are hit with a slew of tasks amid their grief.
Survey finds rising gas prices and inflation top travel concerns, overtaking Covid
Rising gas prices and inflation top travel concerns, overtaking Covid, survey finds Most Americans plan to travel this summer, but rising gas prices and inflation now top their list of concerns, overtaking Covid.
Pride Month is an opportunity to learn, educate, support and raise awareness for the LGBTQ+ community. Join us as we reflect on the progress made and recognize how far we still have to go.
3-step midyear money checkup to help keep your finances on track
Follow this 3-step midyear money checkup to keep your finances on track With the volatility that the markets have experienced over the past few months, it is more important than ever to focus on what you're able to control.
Estate planning 101: the earlier you start, the better
Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.
Student loan forgiveness could help narrow the racial wealth gap
Student loan forgiveness could help narrow the racial wealth gap, say advocates. Here's how Rather than narrowing the racial wealth gap between Black and white Americans, student loan debt is making things worse. Loan forgiveness could help, some say.
Here are some tips to help stay on track with your financial goals amid choppy markets
Here are some tips to stay on track with your retirement and short-term goals amid choppy markets A bear market is looming while the Federal Reserve is poised to raise interest rates. Here are the money moves experts say you may want to consider.
Seeing bear cubs at the Detroit Zoo reminded me of the old adage about what to do when you encounter a bear in the wild: "If it's black, attack; if it's brown, lay down; if it's white, good night!" The color of bear you're facing with your retirement may help you decide what to do now that the S&P 500 has dipped into Bear Country.
Financial Center for Women There is no one who should guarantee you the security, financial independence, and the lifestyle you want except Yourself. -Halsah Alysa Joohary
Here's how to safeguard financial documents in case of a natural disaster
Create a Financial Plan for Natural Disaster | Kiplinger If disaster strikes, do you have your important financial documents safeguarded in case you need to leave your home in a hurry? Here’s what you’ll need.
Ahead of hurricane season and summer storms, be sure you know how weather events are covered by your homeowners insurance
Ahead of hurricane season and summer storms, be sure you know how weather events are covered by your homeowners insurance Regardless of where you live, it's important to know which types of weather-related damage your homeowners insurance covers.
Tying the knot this year? Add 'marriage tax penalty' to the potential cost
Tying the knot this year? Add ‘marriage tax penalty’ to the potential cost While a so-called marriage tax penalty is less likely to happen these days, some newlyweds still pay more to Uncle Sam as a couple than when they were single.
Sudden wealth can come with serious emotional and financial challenges
Getting an inheritance or winning the lottery can create serious emotional and financial challenges Coming into sudden wealth can create emotional and financial challenges for people who have not had a lot of money in their lives.
That college degree is no longer the only path to achieving the American Dream
Op-ed: That college degree is no longer the only path to achieving the American Dream As employers recognize that the lack of a four-year college degree doesn't mean a potential worker doesn't have value, the return on investment for university graduates is dropping.
Americans can expect to pay a lot more for medical care in retirement
Americans can expect to pay a lot more for medical care in retirement A short-term rise in health-care inflation can add costs over the long run.
What should you do if your retirement income need is coming up short?
Financial Center for Women There is no one who should guarantee you the security, financial independence, and the lifestyle you want except Yourself. -Halsah Alysa Joohary
Discussing the importance of earning and saving money is a great way to prepare kids with a lifelong skill. Use these tips to help the process.
To help children gain some financial independence, establish a joint checking account with a debit card. Check out these safety guidelines.
Tips for how to be mindful with your money
Deepak Chopra: Here’s how to be mindful with your money More than half of Americans are more stressed about finances now than they were a year ago. It can help to practice money mindfulness.
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Our Story
People are the most important part of our lives. Helping provide for the people entrusted to our care is vital not only to their success but ultimately our own. I’m passionate about helping people make good financial decisions for their future, their family and their business. Fundamentally, it starts off with having a solid plan. Then utilizing the resources we have wisely and effectively to achieve our goals.
Unfortunately, sometimes life does not go as planned. I help clients develop the contingency plans to handle life’s detours. As a widowed mother of three great children, I model that it’s not what happens to you that’s important, it’s how you respond to life’s challenges that ultimately define our character and the success of the outcome. The entrepreneurial spirit runs strong in my family. My parents and both sets of grandparents owned their own businesses, as did my husband. Business planning offers some challenges from business perpetuation and succession planning and the ability to extract the value you’ve invested and built in your business so you can successfully retire to providing the benefits to attract, retain and ultimately help your employees retire.
I enjoy helping families and business owners develop a strong financial foundation and the strategic plan to support the success of their goals. I look forward to putting my own experience and our vast resources to assist you in achieving yours.
I oversee the financial affairs for a select number of families and business owners. As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.
My investment strategy and investment products are very different from those offered by other investment firms. I have access to the vast resources of one of the largest wealth management firm in the world. I believe that I am able to offer clients a distinctive experience through my commitment to personal service, communication, and education. As my client, you deserve to know how my thinking about the markets is evolving, and how that is affecting the decisions I’m making in your portfolio. I believe that each investor with our firm is entitled to personal, committed, and prompt attention. I develop investment strategies that are suitable for each particular investor’s situation and goals.
If interested in opening an account for yourself or your business, please contact me at 248-948-5187 to schedule a free consultation.
Danielle Workman is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. She is securities licensed in FL, GA, IL, MI and OH. CRN-2930389-013020
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20505 W. 12 Mile Road
Southfield, MI
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