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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 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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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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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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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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serena williams

Balancing Being Mom With Work: Never An Easy Task

Work? Kids? Family? Friends? How is it possible to balance it all? It’s not easy, as we all know. I still have vivid memories of waking up at the crack of dawn, getting dressed for work, packing lunches, getting two toddlers ready for day-care drop off, then making it to an early morning work meeting, […]

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

We’re thrilled to share some exciting news. Mari has again earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and was recently featured in USA Today, spotlighting our firm’s commitment to our female and couple clients. You can take a look at the USA Today announcement here. This recognition demonstrates our commitment […]

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3,120 Reasons Women Fall Behind In Saving For Retirement

It’s simple math. Women are on average out of the workforce 12 years to care for children or an older relative. That’s 12 years of lost salary, benefits, and savings. To break it down further, that’s 3,120 days of missed work, during which they serve – unpaid – at home raising children or caring for […]

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stacey cunningham

After 226 Years, NY Stock Exchange Finally Has A Woman President

“The NYSE named a woman as president. Thirty years ago, its lunch club didn’t have a ladies’ room.” – Headline from the May 22 Washington Post It took 226 years, but Stacey Cunningham will soon take over as the first woman President of the New York Stock Exchange. The lesson: get your foot in the […]

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