Thriving in Volatile Markets
Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →
Category Archives: Women and Wealth
The Financial Toll of the Sandwich Generation
People in the Sandwich Generation are faced with taking care of themselves, their children, and their parents, especially when parents haven’t sufficiently planned for their own financial future. Here’s how Continue Reading →
A Six-Question Money Quiz
Millennials are the most computer literate generation, and they’re used to instant access to all kinds of information. That doesn’t always mean that they’re financially savvy. Unfortunately, money is seldom Continue Reading →
Time May Change Your View of Wealth
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →
Career Moves That Make Sense After 40
It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career before you retired, but that’s no longer the case. A Continue Reading →
Have Kids, Accomplish More?
Two studies link parenting and productivity. Being a mom may make you a more productive worker. Two recent studies have made that claim, and the flextime often requested by working Continue Reading →
Ageism? As Soon as 40?
You may feel the financial impact of age discrimination in the workplace. In some occupations, a distinct preference for younger workers manifests itself. Even outside those career fields, ageism rears Continue Reading →
Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider potential financial hazards. Some of these risks are Continue Reading →
Why Women are Delaying Retirement
Depending on your individual situation, delaying retirement may be a wise financial choice. It may be a good idea for a woman to retire later rather than sooner. Leaving the Continue Reading →
Why Women Need to Save More Than Men
Women often face greater obstacles when it comes to investing for retirement. On average, women work fewer years and earn less than men. This means that they have lower pension Continue Reading →