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