Money and You

Empowering Women (Lakeside Chat 3-3-21)

March 3, 2021 | Topics: Video, Women, Recent Videos

March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to talk about celebrating for one month a year when there are limited signs of progress to improve the lives of women and girls.

Financial Strategies for Women in Transition

Are you a woman in transition? If you’re facing new life challenges — a successful owner or manager of a rapidly growing business, someone with a recent inheritance or perhaps recently widowed, divorced, married, or about to be, or diagnosed or dealing with illness — then you’re a woman in transition, and you have special financial needs.

The Power of a Plan

June 11, 2013 | Topics: Archived Articles, Articles, Financial Planning, Women

Women, Money & Life’s Transitions

When it comes to finances, that old cliché holds true: “hope for the best, but plan for the worst.” This is especially true for women. Why? On average, over the course of our lifetimes, women:

Women & Money

Learning to meet fiscal responsibility head on.

It's hard to accumulate wealth when you shy away from the responsibility of making fiscal decisions or if the idea of money scares you. Unfortunately, this emotional attitude toward money stops many women in their financial tracks and keeps them from reaching their long-term goals.

Who's Managing the Family Money?

For many families, this is a question getting some new answers lately and sending the financial planning profession into profound change. Once the exclusive domain of "the man of the house," managing the family's investments is increasingly shifting to the one who schedules the medical appointments, gets the kids to school and gets the bills paid; Mom.