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 […]
Tag Archives | women and money
How I Went To Law School In My ’40s And Changed My Life
Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]
What Women 50+ Want From Their Financial Advisor
It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]
Women: Here’s How To Protect Your Credit During The Pandemic
Millions of Americans are concerned about protecting their credit during the coronavirus pandemic, and especially women. We’re all affected by the coronavirus pandemic. But some are facing greater financial challenges as they wait for the economy to rebound. Almost 90 million Americans are worried about their credit scores and whether they will be damaged before […]
Quote: Women Need To Look Squarely At What The Financial Future Holds
“Women themselves must take responsibility for looking squarely at what may be in store for their later years. We have worked with women who assumed, but did not verify, that they would be OK in retirement, only to find that an insurance policy was canceled, a beneficiary designation was changed, or there was more debt […]
Quote Of The Week: Good Stocks Versus Clean Socks
What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own. Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]
Women In Distress: Moving Forward Through Economic Empowerment!
It’s all about economic empowerment! Our South Florida chapter of the Financial Planning Association is sponsoring monthly financial literacy presentations for women residents at Women in Distress, a local full service domestic violence center serving the Fort Lauderdale area. For 45 years, Women in Distress has been helping domestic violence survivors and their families. Last month, […]
More Clients Asking To Work With Women Advisors
Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal. Many people looking for a financial professional feel women are good listeners and can better understand and address their money […]
Women: The Alzheimer’s Odds Are Not In Your Favor
If you’re a woman, the odds are not in your favor, at least when it concerns the likelihood of developing Alzheimer’s. The numbers show that women are more likely than men to develop Alzheimer’s. According to AARP, almost two-thirds of Americans living with Alzheimer’s disease are women. In fact, women in their 60s are actually […]
Quote Of The Week: The #1 Mistake Women Investors Make
“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
