Archive | Women and Money RSS feed for this section
women grads engineering

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 […]

Read full story Comments { 0 }
Mother's Day 2019

Celebrating Mother’s Day 2019!

Read full story Comments { 0 }
glass ceiling stencil smaller 2

Quote Of The Week: Shattering The Glass Ceiling

Read full story Comments { 0 }
lending money

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 […]

Read full story Comments { 0 }
why choose us # 2 women professional large shutterstock_136902371

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 […]

Read full story Comments { 0 }
st-patricks-day-vintage-lady-

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, […]

Read full story Comments { 0 }
womens choice best 1

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 […]

Read full story Comments { 1 }
pisa 2019

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 […]

Read full story Comments { 0 }
epic 2019 group photos

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 […]

Read full story Comments { 0 }