What does it mean for you to have a voice? Not speaking up for yourself can have financial and emotional implications.
Why aren’t there more women giving financial advice? And how can we increase representation?
How to set up inheritance on an individual brokerage investment account using a TOD designation
The tidying up principals of Marie Kondo applied to a jewelry box and personal finance, all part of getting to celebrate my niece at her bat mitzvah.
How to afford higher education
Estate planning for all ages goes beyond wills and trusts
A study indicates single women aren’t as comfortable with investing as single men are. Reach out if you’re interested in getting more comfortable with investing and your financial affairs. 45% of Single Women Agree They Know A Lot About Investing A UBS investor watch study (link opens in new tab) from April 9, 2019 found […]
According to a recent UBS study, in the wake of the pandemic, “80% of women want to protect their family more than ever before”. Will they take action? Let’s change the “Women budget, men invest” cultural norm. UBS recently completed their “Own your worth 2020” (link opens in new tab) study, which examines women’s views […]
In this article, we examine the potential impact of a parent’s financial planning (or lack thereof) on their grown children. Baby Boomers and (no) pensions The Baby Boomer generation is the among first generations where pension income is likely not their main source of retirement income. In 1978, Congress passed the Revenue Act of 1978, […]
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
In this article, we look at millennials and retirement savings. Millennial women may be saving less than millennial men Millennials are the generation of people born between about 1981 – 1996, according to Wikipedia (link opens in new tab). Recent research (link opens in new tab) indicates that millennial women are contributing 5% of their […]
In this article, we look at a potentially costly mistake women make with money. Women budget, men invest – but it doesn’t have to be that way. I had a conversation the other day with another female advisor, where we discussed the need for our society need to do a better job educating women about […]