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 […]
Tag Archives | women and money
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Women Still Lack Money Confidence, And It Costs Them
A new research study shows that the gender gap is as wide as ever when it comes to key measures of investment knowledge and confidence. Men investors tend to score higher than women when it comes to investment knowledge. They also tend to be more comfortable making investment decisions and taking advantage of investment opportunities. […]
Women: Being Humble On The Job May Cost You That Next Promotion
Women are finding that humility on the job front may be costing them big promotions. The Harvard Business Review uncovered a large gender gap in self-promotion, or how you rate your own performance — with men rating themselves 33% higher than equally capable women. All participants in the study were given a test which was […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
