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Who is really managing the family investments nowadays, the man or the woman? Lately I’ve been questioning the recurring studies that reveal that men are still making more of the investment decisions for couples. When I ran across this tried but true article on The Financial Brand written by Ron Shevlin, Director of Research at Cornerstone Advisors , […]
5 Financial Tips for Female Investors
Did you know that the median age that a woman loses her husband is 59? I didn’t realize this fact until I ran across this excellent article from financial powerhouse Blackrock via Investopedia, which ties in love and money between couples while referencing John Gray’s Men are From Mars, Women Are From Venus. This paradigm makes […]
Why DO Financial Advisers Have A Hard Time Reaching Women?
The Financial Woman Article of the Week addresses financial advisers and women in a very big way… The astounding numbers provided in the Today® article cited below clearly show that boomer women have got to step up to the plate and embrace their wealth management. With the advent of thriving Learnvest® and Daily Worth® catering […]
Should You Hire a Financial Advisor?
Should you hire a financial advisor? CBS Moneywatch has one of the best articles I’ve seen explaining the costs and advantages of hiring a financial advisor to invest your money vs. investing yourself with index funds. You may have read it here before, but just like with everything else you buy, it only makes sense […]
December Wealth Tip
December Wealth Tip: Remember to take any required IRA distributions before year end. Inherited IRA’s often have withdrawal requirements, too. If you don’t work with a financial planner or CPA, call your brokerage firm and ask. The estate planning department can usually help you quickly, for free.