Tag Archives | women and money
womens choice best 1

We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]

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Why Women Need To Take Charge Of Their Money

Fidelity CEO Abby Johnson has been called one of the most powerful women in finance, so it makes sense that she understands the financial power of women. Johnson noted in a recent interview that women control an increasingly large share of overall wealth in the United States, and when women begin shopping around for an […]

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2018 women's leadership

What Women Execs Think About Work & Diversity In South Florida

I attended an outstanding roundtable discussion last week featuring four of South Florida’s high-powered female executives, like (featured left to right in the photo) Suzanne Ferguson, General Counsel at Hotwire Communications; Margaret Nee, Manager of Real Estate Transactions at Baptist Health; Caroline Fleischer, Managing Principal at Cresa; and Andrea Schliessman, Senior Direction of Learning & […]

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Wine, Women & Books: Here’s To Lasting Friendships

Couldn’t help but post this photo taken last week at our September Book Club. Our Book Club has been going strong for 16 years. That’s right, we’ve been meeting every month for 16 years. That’s a lot of books! (Not to mention an awful lot of wine!) This past month, we read and thoroughly enjoyed Madeline […]

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woman home with child

3,120 Reasons Women Fall Behind In Saving For Retirement

It’s simple math. Women are on average out of the workforce 12 years to care for children or an older relative. That’s 12 years of lost salary, benefits, and savings. To break it down further, that’s 3,120 days of missed work, during which they serve – unpaid – at home raising children or caring for […]

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woman at computer

What Every Divorced Woman Should Know About Social Security Benefits

We’ve had more than a few meetings in our office recently with women clients, talking about improving their retirement readiness and the benefits they can expect to receive from Social Security. We have to admit that there is little that is more complicated, even for financial professionals, than the ins-and-outs of Social Security. Not to […]

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Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit. It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies […]

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Beauty And The Beast

Shopping for cosmetics at Ulta? Congratulations! You’re supporting gender diversity. Fortune reports that Ulta Beauty is one of only 24 companies in the Fortune 500 list of powerful corporations that has a female CEO (in case you don’t have a calculator handy, that’s less than 5%. Pretty shabby). Ulta Beauty’s CEO is Mary Dillon. She’s been  […]

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carol marine's bag lady

What Every Woman Truly Fears: The Bag Lady Syndrome

Women want to plan for their financial future, but what they often see in the years ahead frightens them. The math is simple. Women tend to live longer than men. And living longer carries a hefty price tag. We have an unmarried client just entering her 70s. She has well over a million dollars saved […]

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credit card debt couple

Leaving Financial Decisions Up To Your Partner? That Could Hurt You Later

One of our clients was suddenly thrust into the role of financial decision-maker when her husband died several years ago. While he was alive, she never reviewed the investments, handled the budget, or even wrote a check. You can imagine the confusion when she found herself alone … and in charge. We were brought in […]

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