Tag Archives | women and wealth
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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 […]

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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 […]

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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 prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]

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How I Launched A Totally New Career & Became An Entrepreneur In My 60s

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 – […]

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