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.
Video
Creating a life-long plan to help your family member thrive
How you plan for the long-term financial needs of a disabled family member or a loved one with a debilitating illness is crucial to helping them live more secure and meaningful lives.
Christopher Currin, Kara Duckworth,
May 10, 2022
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Article
Valuable Money Lessons My Mom Taught Me
Hear from women at Mercer Advisors on the most important money lessons their mom taught them.
Mercer Advisors,
May 5, 2022
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Article
4 Tips to Financially Empower Yourself (Or a Woman in Your Life)
Haana Frank,
Apr 6, 2022
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Article
Strategies for the Professional Pause
A woman may put her professional life on hold for full-time parenting, but she’ll still have financial choices to make during this hiatus.
Emily Messegee,
Mar 16, 2022
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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.
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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.
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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, 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.
Kristen Kestel, Mercer Advisors,
Aug 31, 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,
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,
Mar 9, 2020
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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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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,
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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