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.
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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