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TechCrunch Disrupt NY 2016 - Day 3

Quote Of The Week: The #1 Mistake Women Investors Make

“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]

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Married Women At Greatest Financial Risk In Retirement

Living in a two-salary household should provide stability and financial security, right? Not necessarily, says a new report from the Center for Retirement Research at Boston College, which draws some surprising conclusions about women, money and financial choices. Despite higher household income, married women in two-salary families are actually at the greatest financial risk in retirement. […]

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Florida Among Best Places To Start A Small Biz

Dreams of starting your own business? You’re in the right place in Florida. Our state came in 6th place in Wallet Hub’s annual survey of best and worst places to start a small business (Texas and Utah took the top spots). Florida has an outstanding “business environment,” says Wallet Hub, but lost ground with its slightly […]

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The Biggest New Financial Trap Out There For Women Is Student Debt

If you’re a parent, you already know how much college can cost. And if you’re a graduate, you undoubtedly know how much it did cost, because you’re probably still paying the bills! We’re all concerned about the ever-growing mountain of student debt, over $1.5 trillion at last count. For a devastating new look at the […]

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Mother's Day 2019

Celebrating Mother’s Day 2019!

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Quote Of The Week: Shattering The Glass Ceiling

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All In The Family: 7 Smart Tips For Lending Money To Adult Kids

It’s a situation most parents will encounter sooner or later. A family member, usually an adult child, needs a little financial help. It could be to cobble together the down payment on that first home, or maybe finance the exit from a difficult marriage, or perhaps fix the car after a fender-bender. We’ve helped guide […]

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Quote Of The Week: Women Save, Men Invest

“An adage in the financial sector goes that women save and men invest – and this still rings true. It seems that even women who have money to put aside tend to squirrel it away rather than try to grow it” Hilary Osborne, “Why women need to stop saving their cash – and start investing,” The […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]

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