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CFA Dinner

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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dog valentines

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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mykonos

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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mykonos

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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abby johnson cropped

Why Women Need To Take Charge Of Their Money

Fidelity CEO Abby Johnson has been called one of the most powerful women in finance, so it makes sense that she understands the financial power of women. Johnson noted in a recent interview that women control an increasingly large share of overall wealth in the United States, and when women begin shopping around for an […]

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divorce cake

Divorce and Tax: These Rules Are Changing After December 31, 2018

If you or someone you know may be planning to divorce, there’s an important change ahead affecting how divorce and alimony payments will be taxed. Under the new Tax Act, and for divorce agreements signed after December 31, 2018, alimony will no longer be tax deductible to the payor nor taxable to the recipient (currently, […]

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divorce benes considerable

Divorced? Hidden Traps In Those Old Beneficiary Forms

If you are divorced, you’ll want to read this excellent article by financial writer Michaela Cavallaro for Considerable about the tricky untangling of assets when your ex-spouse passes away. You would think that all the legal complications and contortions are behind you once the divorce is finalized, but that’s not always the case, as Michaela explains. Even […]

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2018 women's leadership

What Women Execs Think About Work & Diversity In South Florida

I attended an outstanding roundtable discussion last week featuring four of South Florida’s high-powered female executives, like (featured left to right in the photo) Suzanne Ferguson, General Counsel at Hotwire Communications; Margaret Nee, Manager of Real Estate Transactions at Baptist Health; Caroline Fleischer, Managing Principal at Cresa; and Andrea Schliessman, Senior Direction of Learning & […]

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book club 2018 sept 2

Wine, Women & Books: Here’s To Lasting Friendships

Couldn’t help but post this photo taken last week at our September Book Club. Our Book Club has been going strong for 16 years. That’s right, we’ve been meeting every month for 16 years. That’s a lot of books! (Not to mention an awful lot of wine!) This past month, we read and thoroughly enjoyed Madeline […]

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Florida Best Place For Women To Launch New Business

We’re thrilled to work with many women clients, including several who run their own business, consulting firm, or professional practice. We’re proud to support them in their quest for success on both professional and personal levels. That’s why we were pleased to see that when it comes to the best places for women to start […]

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