blog

Insights

Category: Women and Wealth

May 4, 2022

The Financial Impacts of Divorce

Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®, Kim Rosenberg, CFP®

October 21, 2021

Embrace the Stages of Widowhood Toward Your New Life

When we suffer a loss in our life, we experience stages of grief, such as shock, anger, and eventually acceptance. Becoming a widow is a deeply emotional and stressful time for a woman, no matter whether she had time to prepare for her spouse’s death or her spouse passed suddenly. In fact, women often experience [...]

Contributions from: Kim Rosenberg, CFP®

October 21, 2021

Creating Confidence for Women in Their Investment Decisions

We all want to feel secure in our future and confident that we are making the right financial decisions to help us achieve that security. Unfortunately, this isn’t the reality for some women. Research has shown that women typically are less confident than men when it comes to investing. Some women investors feel intimidated because [...]

Contributions from: Kim Rosenberg, CFP®
single person penalty

October 19, 2021

The Single-Person Penalty is Real. Here’s How to Protect Your Finances.

CONFRONTING THE SINGLE PERSON PENALTY: Empower Your Finances with Strategic Planning The reality facing single people in the United States today is that it is more expensive to be single than married. For example, a single woman may end up paying hundreds of thousands of dollars more over her lifetime than her married counterpart when [...]

Contributions from: Kim Rosenberg, CFP®

October 18, 2021

What Women Should Look for in an Advisor

Women’s financial power today is higher than it has ever been before, with estimates that women control 32% of the world’s wealth. That’s an amazing statistic considering that before 1974, women in the United States couldn’t get a credit card in their name if they were single or had to have their husband co-sign for [...]

Contributions from: Kim Rosenberg, CFP®

Loading...