2015 International Women’s Day (IWD)

2015 International Women’s Day (IWD)

International Women’s Day – #MakeItHappen International Women’s Day (IWD) was on March 8. It celebrated the economic, social, and political achievements of women in countries around the world. The United Nations explained IWD “is a time to reflect on...
How Long Will You Live?

How Long Will You Live?

Life expectancy plays an important role in financial planning. It influences decisions about how much to save, invest, and/or insure to cover retirement, healthcare, long-term care, and other needs that may crop up over the course of a lifetime. Of course, there are...
Men, Women & Money – Similar Goals, Different Priorities

Men, Women & Money – Similar Goals, Different Priorities

It may not come as a surprise to learn that men and women have different priorities and worries. A recent survey by U.S. Trust found wealthy women – those with $3 million or more in investable assets – have goals similar to those of wealthy men, but they...
Women Are Better Investors

Women Are Better Investors

Women Are Better Investors. The financial services industry is unquestionably male dominated, and often stereotypes women as innocent wanderers. This is a mistake, and it’s one that all advisors and investors should realize. Just last year, an old friend and new...