Published Articles and Whitepapers

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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

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

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

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.

looking for professional status in all the wrong places

Looking for Professional Status in All the Wrong Places

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.

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