JOURNAL OF FINANCIAL PLANNING (OCTOBER, 2020) The death of a spouse, particularly if the deceased spouse was the financially empowered partner in a marriage, can be economically devastating for the survivor. This research informs financial planners of how best to help their widowed clients.
Published Articles and Whitepapers
MARKETWATCH (July, 2018) Women have made strides working in occupations dominated by men, yet social norms continue to restrict women’s progress, particularly in finance. Female fund managers, financial planners, financial analysts, and financial managers are a small fraction of financial professionals.
Journal of Financial Planning (June, 2017) A convergence of circumstances and demographics has created an opportunity in the financial planning profession that we cannot ignore. Shifting societal needs are forecasting an unprecedented demand for professional financial planners over the coming years.