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Women and Wealth

Explore insights from our staff of female financial advisors on topics impacting women today such as financial planning, estate planning, investment management, tax planning, and more.

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Article

Lessons From My Mom

Hear from the women at Mercer Advisors on the most important money lesson their mom taught them.

Mercer Advisors,

May 24, 2021

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Article

New Relief Act Brings Tax Changes

Learn why key federal tax reforms and other changes under the Biden administration could be especially significant for women.

Mercer Advisors,

Apr 14, 2021

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Article

How Career Paths Can Address Wealth Management’s Talent Shortage

By having a visible, defined career path, your most promising future leaders will be motivated to stay and grow with your firm.

Martine Lellis,

Apr 14, 2021

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Article

5 Steps to Take Back Control After COVID-19

COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.

Mari Adam,

Mar 26, 2021

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Article

Help! I’m Afraid to Retire, Even Though I Can Afford to

Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do you do? Here are some coping tips to get you over the hump.

Kara Duckworth,

Mar 26, 2021

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Article

Planning for Career Interruptions

COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.

Laura Combs,

Mar 26, 2021

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Webinar

How Your Wealth Plan and Tax Strategy May be Impacted by the New Administration

Hear about recent and proposed tax law changes and why they are particularly relevant for women as part of our special webinar series for women.

Jamie Block, Susan Travis,

Mar 24, 2021

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Webinar

Women, Wealth and Nutrition: Keeping it all in Balance

Ready to de-stress emotionally and financially? Learn some wealth-life balance tips in our women’s wealth and nutrition webinar.

Laura Combs,

Mar 18, 2021

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Article

5 Questions to Ask About RMDs in 2021

Big changes were made to RMDs in the past few years. Here are 5 common questions about managing mandatory RMD withdrawals.

Mari Adam,

Feb 28, 2021

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Article

Yours, Mine … and Maybe Ours? Advice for Couples on How to Handle Money

Picking the right money-handling strategy for your family – separate finances, a joint account or something in between? – can make a big difference on how well you function and how well you get along.

Kara Duckworth,

Feb 23, 2021

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Article

How I Navigated The Healthcare System Alone When My Husband Was Diagnosed With Cancer

Women should be in control of their financial situation. Even when navigating the healthcare system.

Kara Duckworth,

Feb 17, 2021

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Webinar

How to Invest for Social and Environmental Impact

Our topic for today is how to invest for social and environmental impact. With me is Senior Client Advisor Judy McNary and Managing Director Laura Combs.

Judy McNary, Laura Combs, Kristen Comeau,

Sep 23, 2020

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Article

Wealth-Life Balance: 3 Steps for Women

Need financial peace of mind in volatile times? Build a long-range plan and stick with it.

Alise Kraus, Kristen Kestel,

Aug 31, 2020

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Webinar

3 Ways to Manage Your Wealth-Life Balance

Alise Kraus, Kristen Kestel, Kristen Comeau,

Aug 27, 2020

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Article

Elderly Care in Times of Pandemic

Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?

Linda Ames Lyons,

Jul 21, 2020

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Article

Rethinking Retirement for Women

Women are more likely than men to be single in later years, which makes retirement planning a crucial form of self-care.

Kara Duckworth, Alise Kraus,

Jun 22, 2020

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Article

Are We in a “Shecession”?

More women than men will be financially impacted by COVID-19. Here are 5 ways you can protect your credit.

Mari Adam,

May 14, 2020

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Article

Secure Act Law & Retirement for Women

While women face numerous barriers to saving for retirement, new legislation can help you save more.

Jenna Dana,

Mar 18, 2020

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Article

Financial Advice for Suddenly Single Women

Managing your own finances is a critical life skill, especially for women. Here’s how you can prepare.

Kara Duckworth,

Mar 18, 2020

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Article

The Value of a Financial Partner

What do women want from a financial advisor? One of our advisors shares her thoughts.

Jessica Caruso, CFP®,

Mar 9, 2020

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Podcast

Economic Freedom for Women with Alise Kraus

In this podcast, Alise examines three of the most common obstacles that women—and to an extent, all investors—encounter on their journey toward economic freedom. Then, she and host Doug Fabian lay out six strategies for clearing those roadblocks and asserting greater financial control.

Doug Fabian, Alise Kraus,

Oct 11, 2019

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Article

Empowering Stay-At-Home Moms with Financial Knowledge

Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.

Jennifer Baick,

Sep 5, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick,

May 21, 2019

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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick,

May 21, 2019

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Video

Learn From Women Who Get It

Empowering women and their financial journey.

Mercer Advisors,

Mar 1, 2019

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Article

New Tax Laws and Credits That May Impact Your Family

Tax changes that can help your family maximize your tax savings.

Irina Polyakova, CPA,

Mar 1, 2019

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Article

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth,

Mar 1, 2019

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Article

Six Ways to Teach Your Daughter About Money

Tips to help your daughter learn good money habits.

Jessica Caruso, CFP®,

Mar 1, 2019

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Podcast

Do Women Make Better Investors – with Laura Cuber

Are women better investors than men? Find out how gender-based investing may impact you.

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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Podcast

Women and Money with Kara Duckworth

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian,

Jun 14, 2018

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