Financial Advice Blog

August 30, 2016

Once again I am saddened that aggravation and frustration could have been avoided if only the wife had been engaged in her household’s finances while her husband was still alive.

I recently attended an event where while chatting with several colleagues, I learned that a...

August 16, 2016

After 55, do women think more about retirement than men? One recent survey found that to be true. Fidelity Investments polled 12,000 retirement savers 55 and older and found that, within the past 24 months, 59% of women had seriously thought about when they would retir...

August 8, 2016

Sometimes not making a move may not be the best move to make

A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of...

August 3, 2016

According to National Center for Women and Retirement Research, in the world today there is a $1 trillion intergenerational wealth transfer going on of which 70% is going to women. In fact According to the National Bureau of Economic Research, in recent years more wome...

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