January 16, 2019 Three Financial Protections Women Often Overlook by Beata Kirr, Heather George, Thomas Pauloski Even the best laid financial plans can go awry. That’s why women should keep these three safeguards top of mind. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 13, 2018 Learn About Investing—You Can’t Afford Not To by Beata Kirr, Tara Thompson Popernik Investing can be overwhelming. The wide array of choices and technical jargon paralyze some investors, while the market’s gyrations scare others off. It’s easy to avoid spending time learning how to invest, but doing nothing can be harmful. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 05, 2018 Budgeting Boot Camp by Beata Kirr, Tara Thompson Popernik How do you decide what to spend today, this month, or this year? Rather than make a series of ad hoc decisions, a budget can help you weigh all your needs and desires against your income—and set priorities. Creating a budget can also help you save for bigger-ticket items, like a new car, travel, or paying down debt. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
October 10, 2018 Women, Take Control of Your Health Plan Today by Andrew Bishop, Tara Thompson Popernik Healthcare spending has increased a whopping 260% since 1960. For women, these costs are higher, for one simple reason: longevity. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
August 23, 2018 Women Building Wealth: Five Things You Need to Know by Beata Kirr, Heather George, Clare Golla When it comes to personal finance, women tend to downplay their abilities—and often delegate control. Yet even if they’re not ready, they’re likely to be primary financial decision makers at some point in their lives. Here’s a guide to getting more engaged. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
July 10, 2018 Dealing with Financial Implications of Divorce by Andrea Ross Divorce represents an emotional life transition for anyone, but the combination of personal upheaval and financial loss can be especially challenging for women. Partnering with a thoughtful financial advisor can help you begin putting your world back in order. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 14, 2018 Empowering Women Investors by Kathleen M. Fisher, Beata Kirr, Linda Giuliano While female investors share universal concerns and preferences, we look to empower them just as we empower all our clients. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 08, 2018 Mindful Risk by Kathleen M. Fisher Investors have enjoyed robust returns since the global financial crisis roiled the markets nearly 10 years ago. Up almost 12% since 2009, global equity markets have advanced at almost twice the pace of the decade before the crisis hit.* However, we project lower equity returns over the next several years. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 08, 2018 The Facts of Life for Female Investors by Beata Kirr, Tara Thompson Popernik While female investors often share the same financial goals as their male counterparts, there’s a key difference that women should consider when developing a financial plan: the cost of living longer. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 07, 2018 A Successful Professional Plans for Her Future by Heather George In this hypothetical case study based on client experiences, a 45-year-old partner at a top consulting firm came to us for help with determining if she was on track for a secure retirement, and if she could downshift to a less stressful, but less lucrative, job. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks