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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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Raising Money Smart Kids? All You Have To Do Is Talk To Them

Want to raise money smart kids? The secret might by hiding around your dining room table. It seems that students who speak with their parents at least once or twice a month about money matters have better financial literacy scores than those who said they hardly or never speak with their parents about money.  That […]

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Breaking The Ceiling: Women Financial Advisors Network In Miami

We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]

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Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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Love & Romance: “Managing Your Money Well” Is The New Sexy

What’s new in love and romance? Managing your money well is the new sexy, says a new survey from personal-finance website WalletHub. According to the survey, 38% of people surveyed said they would not date someone with bad credit. More than 4 in 10 say they would break up with their significant other if he or […]

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You’re Invited! Girlfriend Getaways For The Solo Traveler (January 24-Lunch)

“It’s not fair,” said our client Emily* (not her real name). “I’ve worked really hard. I’ve saved money. I want to travel and go enjoy myself, but I don’t have anyone to go with.” Sound familiar? Many women yearn to travel, but their significant other would rather stay home and watch the game rather than […]

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Save The Date! Thursday, January 24 – Women’s Adventure Travel Event

Details will be out soon, but travel-minded clients and friends will want to mark their calendars to join us for lunch on Thursday, January 24! We’ll be hosting travel entrepreneur Erja Lipponen at an office event. Erja’s the founder of WanderWoman and Eurynome Journeys, specializing in adventure travel and wellness tours for women. Erja will talk about […]

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