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 […]
Tag Archives | women and money
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 […]
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 […]
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 […]
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 […]
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 – […]
Married Women At Greatest Financial Risk In Retirement
Living in a two-salary household should provide stability and financial security, right? Not necessarily, says a new report from the Center for Retirement Research at Boston College, which draws some surprising conclusions about women, money and financial choices. Despite higher household income, married women in two-salary families are actually at the greatest financial risk in retirement. […]
Quote Of The Week: Women Save, Men Invest
“An adage in the financial sector goes that women save and men invest – and this still rings true. It seems that even women who have money to put aside tend to squirrel it away rather than try to grow it” Hilary Osborne, “Why women need to stop saving their cash – and start investing,” The […]
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.
