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Taking Charge: Helping Baby-Boomer Women Through Financial Transition – By Rhonda Ducote

A Financial Poise column exposing the gender gap in investment management and wealth strategies, and why the industry needs to pay more attention to “Boomer” women in transition.

using your assets for good

Using Your Assets for Good: Bequeathing Money to Philanthropic Causes

Consider Using Your Assets for Good if You Want to Feel Good About Giving Using your assets for good is part of the joy of having enough wealth to make a difference in the lives of others. For many people, divvying up assets can be an opportunity to think about what causes are near and […]


Sibling Squabbles over Moms Money

Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs

Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]


Dealing With Divorce: Financial Transition

Dealing With Divorce: Financial Transition

The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.


Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?


Family Finances – What a Wife Needs to Know

For many boomer women, the subject of family finances is not an easy one to tackle. Men may feel it is their responsibility or duty to handle this (stereotypically masculine) topic without burdening their spouses.


$30 Trillion Wealth Transfer: Most Advisors Miss This Critical Step

It is likely that Boomer women were largely uninvolved in their family’s finances throughout their lives. Males and females tend to have different priorities when it comes to managing their finances, and a woman advisor can be invaluable in helping to cater to these needs and make women feel more comfortable throughout the process.


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