The Gender Wealth Gap and What That Means for Your Financial Planning
Originally published by CFP Board Many people know about the gender wage gap, but do you know about the gender wealth gap? The wage gap has remained relatively stable in the United States...
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5 ways women can avoid retirement disasters
By 2030, women will control two-thirds of the nation’s wealth—but many are behind when it comes to retirement savings. Director of Women and Wealth, Cary Carbonaro, outlines the top 5 biggest risks to retirement....
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Keeping Your Cash Safe in Today’s Uncertain Environment
After the collapse of Silicon Valley Bank and Signature Bank, investors are left wondering where is a safe place to protect their hard-earned savings. Wealth advisor Cary Carbonaro recommends super-regional banks and treasury bills....
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Female Advisors Need More Pathways
Originally published by Rethinking 65 Encouraging women to enter the industry — and stay — requires showing them what they can achieve here. Nearly one-third (30%) of the financial advisors who...
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Why Women Leave Their Advisors
And more importantly, what you need to do to retain them and help them plan for their best possible retirement. Here’s a fact: Many female clients leave their financial advisors soon after their...
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Women’s History Month
Happy Women's History Month! To celebrate, we take a look at how far women have come - and how far women need to go....
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How Maslow’s Pyramid Intersects with the Financial Planning Pyramid
Looks familiar? A famous idea from the field of modern Psychology, Maslow's Hierarchy of Needs Pyramid demonstrates how human beings have a baseline of needs that must be met before they can move on to higher purposes. And it bears a remarkable resemblance to the Financial Planning Pyramid!...
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Where Are the Women Advisors?
An industry rainmaker shares some theories about what’s keeping them away or pushing them to the exit door. What is the problem with women advisors and wealth management? Where are all the...
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Female Rainmakers Reveal Secrets to Success
Originally published by Rethinking 65 Helping clients succeed, not obsessing over AUM, is their North Star and brass ring. Marguerita (Rita) Cheng remembers a day in her second year...
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