by admin | Mar 23, 2022 | Women & Money
By: Clinton Miller, CFP ® You probably don’t need an annuity. Annuities are like housecats. They stir up a lot of controversy. Love them or hate them, they are complicated creatures, and they don’t always play nice with others. Your friend may love hers, but that...
by admin | Mar 8, 2022 | Our Philosophy, Women & Money
A universal fear of women with a portfolio size from 5 figures to 8 figures is that there might be a day when she will become a bag lady because of a poor decision today. This is not a common fear of men. It is pervasive with women. No amount of statistics-spewing or...
by admin | Jul 19, 2021 | Uncategorized
Does it have to remain taboo to talk about money? I think not. Women are masters of managing cash flow, but aren’t talking about investments socially. Here are some tips to start the conversation so that both you and your friends feel empowered to make informed...
by admin | Jul 5, 2021 | Women & Money
As we think about the headwinds women face in retirement, some require legislative change which can take a while and is somewhat out of our everyday hands. But one of the factors Advisor Liz Hand recognizes is that women invest too conservatively on the average. Join...
by admin | Jun 11, 2019 | Uncategorized, Women & Money
When my husband gets in the car, he slides the driver’s seat ALL the way back so his 6’ body can stretch out enough to comfortably drive. After he’s driven and I’m making a quick run to the store… well, I don’t automatically change the driver’s seat to fit...