Published Articles and Whitepapers

His Prognosis was Fatal but His Widow Became a Client for Life

In my previous article, I discussed the need to understand what a widow is experiencing, how she feels, and how you can build rapport during the grieving stage of widowhood. You will often meet a widow after she has experienced loss, but there may be a time when you will begin working with her and her spouse prior to death. Assisting a couple through this life transition can be challenging but also rewarding. According to a widely cited statistic, 70% of widows fire their advisor after their spouse dies. You can prevent this by helping the couple prepare before the husband dies.

Financially Empowering Widows

RETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have during the pandemic.

Empowering Widow Clients - Round the Table Magazine

Empowering Widowed Clients

ROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with nearly 1 million added each year. We refer to this as the widow tsunami. This articles addresses how to help clients who have lost a spouse gain financial know-how and plan for their future.

Self-Empowerment Among Widows (Peer Reviewed Research)

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.

Increase the value of investment management with enhanced-MPT tools

NAPFA ADVISOR MAGAZINE (APRIL, 2020) NAPFA clients tend to do their homework before selecting a financial advisor. Many are committed to comprehensive planning, but uncertain about the value of investment management. They have learned that it is impossible to beat the market.

The final key to gender equality is mastery of money

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.

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