Author Archives: Mari Adam

Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially...

More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially...

Married Women At Greatest Financial Risk In Retirement

Living in a two-salary household should provide stability and financial security, right? Not necessarily, says...

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Quote Of The Week: Women Save, Men Invest

“An adage in the financial sector goes that women save and men invest – and...

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...

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Love & Romance: “Managing Your Money Well” Is The New Sexy

What’s new in love and romance? Managing your money well is the new sexy, says a...

Why Women Need To Take Charge Of Their Money

Fidelity CEO Abby Johnson has been called one of the most powerful women in finance,...

Making Your Second Marriage A Success

Marriage isn’t always easy the first time around, and the same divisive issues can surface...