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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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Webinar

How to Invest for Social and Environmental Impact

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

Suddenly Single: Finances and 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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