Tag Archives | women
valerie sailing 2

World Traveler Sets Her Sites on New Retirement Adventure And Career #4

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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Quote: Women Need To Look Squarely At What The Financial Future Holds

“Women themselves must take responsibility for looking squarely at what may be in store for their later years. We have worked with women who assumed, but did not verify, that they would be OK in retirement, only to find that an insurance policy was canceled, a beneficiary designation was changed, or there was more debt […]

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women in etfs 2020

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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Women: The Alzheimer’s Odds Are Not In Your Favor

If you’re a woman, the odds are not in your favor, at least when it concerns the likelihood of developing Alzheimer’s. The numbers show that women are more likely than men to develop Alzheimer’s. According to AARP, almost two-thirds of Americans living with Alzheimer’s disease are women. In fact, women in their 60s are actually […]

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Quote Of The Week: The #1 Mistake Women Investors Make

“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]

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book club 2018 sept 2

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

We’re thrilled to share some exciting news. Mari has again earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and was recently featured in USA Today, spotlighting our firm’s commitment to our female and couple clients. You can take a look at the USA Today announcement here. This recognition demonstrates our commitment […]

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married and money

Young Singles: Already Behind at the Savings Game?

Singles are surging.  They number almost 100 million and make up 43% of the adult population in the United States. But therein lies a problem, at least when it comes to retirement savings.   Young singles (between the ages of 22 and 35) are about half as likely to open a retirement savings account and save for the future as their married […]

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