Tag Archives | women and wealth
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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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What Women 50+ Want From Their Financial Advisor

It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]

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Mercer Advisors’ Scholarships Support Next Generation Women Planners

Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]

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Women Leading The Way In Investments

How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]

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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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2019 Barron’s Independent Women Advisors Summit

You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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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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Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Women & Wealth: Come Join Us At Orlando Money Show – February 8

Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]

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