Financial Planning

What Women Want From Their Financial Advisor

For the first time, women have surpassed men in controlling U.S. private wealth. According to a BMO study, women are expected to control $22 trillion of U.S. personal wealth by 2020.

With the growing amount of financial assets held by women, our industry is increasing the number of women-specific advisory firms and platforms. But do women really want women-only approaches?READ MORE

When You Must Go It Alone – Financial Independence And Divorce

I am very fortunate to be able to say that I am a happily married woman. Even so, I have had divorce on my mind lately because I recently obtained the Certified Financial Divorce Analyst (CDFA®) designation. Studying this curriculum has deepened my understanding of the divorce process in general.  More specifically, it has given me a deeper knowledge of the short-term and long-term consequences of asset split decisions during divorce.READ MORE

Important Legal Documents Every 18-Year-Old Should Have

Our firm recently hosted an evening seminar on long term care and estate planning. After having introduced the speaker, Anton Dworak J.D., LLM (Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC) I was sitting in the audience casually listening to his presentation. I expected to only hear familiar facts. I am, after all, a financial planner! Figure my embarrassment READ MORE

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider:READ MORE

Women Are Not Men

Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services industry. We dove deeper in to this topic to learn more about what those differences are and how advisors should take them into account to best service their female clients.READ MORE