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4 Ways Women Can Stop COVID From Sidetracking Their Health, Wellness And Financial Plan

As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]

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Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021

Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]

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It All Started With The Vote: One Hundred Years Of Progress For Women

August 2020 marks a very important anniversary for American women. One hundred years ago this month, American women won the right to vote with the ratification of the 19th Amendment. It was a long and hard fight, starting in 1848 and continuing through the Civil War, World War I, and culminating only in 1920 as […]

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It’s Not Your Imagination. Pandemic Work Days ARE Getting Longer

Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]

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Quote Of The Week: The Coming Childcare Crisis

“There are upward of 45 million working parents with children under 18, and most of them are in jobs that can’t be done from home. Without in-person school, many parents will be forced to choose between working and supervising and caring for their children. Many will choose the latter.” Justin Lahart, “Beware of Complacency on […]

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Closing The Gender Wealth Gap

Most of us have heard about the gender pay gap. Women on average make 82¢ for each $1.00 earned by white male workers. But there’s an even more serious gender wealth gap. The typical woman has accumulated only 32¢ in wealth for each dollar accumulated by men, says female finance pioneer Sallie Krawcheck, co-founder and CEO […]

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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 prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]

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US News & World Report: Last Minute Tax Tips!

We were happy to collaborate last week with U.S. News & World Report and journalist Kimberly Lankford on last minute tax tips for 2020! Here’s a couple of our favorite tax moves you can still take advantage of right now: A perfect time for the non-working spouse to start on the path to financial freedom […]

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Why Diversity Matters: If You Can See It, You Can Be It

I love the saying “If you can see it, you can be it” because it encapsulates just how important it is to have role models, and how much easier it makes our journey if we can see others like us clearing the path ahead. That’s why I was touched by a story recounted by Brett […]

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Women, Everything You Think You Know About Picking A Mentor Might Just Be … Wrong

Want to move ahead in your career? You’ve probably heard more than once why you should work with a mentor who can guide you up the career ladder and share the dos-and-don’ts of success. One-half of all professional women use a mentor An overwhelming majority of American workers would agree that mentorship is an important […]

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