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Women and Money: 5 Steps To Take Back Control After COVID-19

Women have been disproportionately impacted by COVID-19. Over 2 million American women have left the labor force since February 2020.[1] Many have lost jobs in sectors of the economy where female employees dominate, like hospitality, restaurants, retail and healthcare.[2] With many women filling jobs that cannot easily be performed remotely, they have been forced to […]

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Yes, You Can Still Build Wealth After 50

Congratulations! If you just turned 50, you’re in the final stretch toward retirement. With today’s longer life expectancies, you may spend thirty years or even more in retirement living off of your savings. So don’t rest on your laurels just yet. Take advantage of the next decade or so before you retire to build up […]

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Celebrating International Women’s Day 2021: There’s A Money Superhero Inside All Of Us

Last week on March 8 we celebrated International Women’s Day 2021, the global day dedicated to supporting, empowering and uplifting women around the world. I would like to offer my special thanks to the Women’s Foundation of Florida for inviting me to talk about 5 simple steps to help women take back control of their […]

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Quote Of The Week: Why You Need To Talk To Your Daughters About Money

In recognition of International Women’s Day March 8, 2021, women everywhere are encouraged to educate themselves about investing so they can close the earnings and wealth gap between men and women. A better understanding of personal finance will help women provide financially for themselves and their families. Women can also do their share to bring […]

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Quote Of The Week: The Only Failure Is Not Trying

Bumble CEO Whitney Wolfe Herd built Bumble into a $7 billion business and made herself a billionaire at age 31 by letting women make the first move when it comes to dating and networking. Here’s what she has to say about achieving success: “The only failure is not trying. Trying and having it not work […]

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Janet Yellen Named First Woman Secretary Of The Treasury

Move over, Hamilton! She’s not the star of her own Broadway musical (yet) but the big news coming out of Washington is that Janet Yellen was just sworn in as the first woman Secretary of the Treasury. Before he hit it big on Broadway, Alexander Hamilton was, of course, the first Secretary of the Treasury, serving […]

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Newly Married? Moving in Together? Here’s How To Handle Money As A Couple

Are you newly married or just moving in together? What’s the secret to handling money as a couple? Check out Mari’s interview with reporter Rivan V. Stinson of  Kiplinger magazine, just in time for Valentine’s Day. We talk about buying a home together, handling debt, protecting a non-working partner, and how to have that critical first […]

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Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]

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$6 Billion And Counting: MacKenzie Scott Rewrites The Rules Of Big Dollar Giving

We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]

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2020-12 USNews Kim Lankford Gifts

8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]

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