Women, Money and Impact

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 think and talk about money (or for that matter don’t talk about money). But it was this New York Times piece, Money is Power and Women Need More of Both, […]

Eight Retirement Planning Mistakes Women Often Make – Part 1

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 our services.  As such, my colleague Karen and I have done quite a bit of work with women and have developed the following list of planning mistakes we often see […]