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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Podcast

Episode 47: Economic Freedom for Women

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 FabianAlise Kraus

Doug Fabian, Alise Kraus,

Oct 11, 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

Judith Hirotaka,

Sep 5, 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

Jennifer Baick,

Sep 5, 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

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

Jennifer Baick,

May 21, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Video

Learn From Women Who Get It

Empowering women and their financial journey.

Mercer Advisors

Mercer Advisors,

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®

Jessica Caruso, CFP®,

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

Irina Polyakova, CPA,

Mar 1, 2019

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Podcast

Episode 43: Do Women Make Better Investors?

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

Doug FabianLaura Cuber, CFP®

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 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

Kara Duckworth,

Mar 1, 2019

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Podcast

Episode 23: Women and Money: The Kara Duckworth Interview

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

Doug Fabian

Doug Fabian,

Jun 14, 2018

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