Tag Archives: women and wealth

Women & Money: New books “Strangers” and “Yesteryear” spark the conversation

We love books that help spark meaningful conversations about women and money. So we’re happy...

Loved doing this presentation on Women & Money in San Antonio!

Just got back home to South Florida from doing a weekend presentation on Women & Money in...

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...

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...

Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month,...

Closing The Gender Wealth Gap

Most of us have heard about the gender pay gap. Women on average make 82¢...

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...

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...

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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....

Women Leading The Way In Investments

How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors...