Tag Archives | women and money
woman professional Photo by Keren Levand on Unsplash

Women Edge Out Men When It Comes To Investment Returns

Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]

Read full story Comments { 0 }
graphical user interface, text, application

Learn More About Financial Literacy October 4th

Tune in on October 4th at 12 p.m. to hear from Kristen Burnell, Andrea Hasler, and Mari Adam, CFP®, MBA, CRPC® as they join George Washington University’s School of Business Vice Dean for Strategy Liesl Riddle, PhD on the upcoming webinar “Financial Literacy and Personal Finance: GFLEC Connects Research, Policy and Solutions.” Learn more about how Global Financial Literacy Excellence Center (GFLEC) research is […]

Read full story Comments { 0 }
retirement woman Photo by Anna Shvets from Pexels

Ask Mari: Social Security Benefits For A Divorced Spouse

For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social Security has thousands of complex rules and regulations, and policies change over time. In fact, one recent study estimated that the average American household leaves over $110,000 on the table by using the wrong Social Security claiming strategy. That’s why […]

Read full story Comments { 0 }
young worker woman shutterstock_225762442

Signing Up for That First 401(k)

Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]

Read full story Comments { 0 }
mother child cooking Photo by Mathilde Langevin on Unsplash

Lessons From My Mom

Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions.  That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]

Read full story Comments { 2 }
woman professional Photo by Keren Levand on Unsplash

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 […]

Read full story Comments { 0 }
mother daughter cooking Photo by Mathilde Langevin on Unsplash

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 […]

Read full story Comments { 0 }
Bumble from CNBC MakeIt

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 […]

Read full story Comments { 0 }
Kiplinger ensemble

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 […]

Read full story Comments { 0 }
business people Image by Yvette W from Pixabay

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 […]

Read full story Comments { 0 }