Women who don’t take an interest in how their investments are managed and how their household bills are paid face greater risks to their long-term security, personal autonomy, and legal preparedness than those who do. Why? Women typically outlive men. Unless they have...
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager College basketball fans will probably take a long time to forget Braylon Mullins’ three-pointer in the final second of the game to give UConn a victory over Duke and a trip to the final four. Investors...
Check out our latest video. A recent widow explains why she should have convinced her husband to seek financial planning support a long time ago. It is a real tale of why women shouldn’t allow husbands to go it alone. ...
Have you recently gained transparency into your family finances? Maybe you’ve convinced your husband to include you in financial planning after decades of allowing him to manage things himself. Having a complete picture of your bank and investment accounts, insurance...
