Why Every Woman That Works in Financial Services Should Have a “Wealth” Plan
Kathleen McQuiggan
February 24, 2021
Are there any money moves that you wish you had made earlier in your career? As a professional who has worked for over 30 years
Are there any money moves that you wish you had made earlier in your career? As a professional who has worked for over 30 years
Join us for a Women, Money and Impact VIRTUAL Luncheon on Friday, November 20th from Noon – 1 pm. Kathleen will be hosting a virtual
McKinsey and LeanIn.org recently released the findings of their 6th annual women in the workplace report. This year, the report began with the phrase, “A
The future of investing will be about more than simple return; it will also be about impact. Our latest brief provides a framework for incorporating
In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of
Having worked in financial services for over 28 years, I’ve often observed some gendered differences in the workplace, in investing and even in how individuals
On July 9, I posted five of eight of the planning mistakes we often see women make and promised we would be back with more.
Although we are not a firm that is exclusively focused on women, we are delighted to see that so many women seek us out for
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