Media

Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you find these articles and video clips helpful, whether you want to learn more about investing or are going through divorce.

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Money stress traps many women into staying in unhappy marriages
August 13, 2019
For many women, financial security is one of the biggest considerations that factor in when deciding whether to stay in an unhappy marriage...
Why Women Should Seek Out Financial Advice Before Divorcing or Separating
August 9, 2019
Before you officially decide to separate and incur what can often be a high cost of divorce, you should do your best to...
How to Maximize Social Security With Spousal Benefits
July 10, 2019
Understand how Social Security spousal benefits work to make the most of your retirement funds.
Here’s the best financial advice these 10 advisors ever received
July 1, 2019
From “do the right thing” to “California real estate always comes back,” advisors got their own best advice from parents, college professors and...
Cuts to Social Security would hurt older, single women most of all
June 26, 2019
The average benefit for a retired woman of 65 is $14,184 a year, versus $18,000 for men the same age.
6 things wealthy people do to protect their money when they get married
June 21, 2019
Elizabeth Holmes, the disgraced founder of the biotech startup Theranos, married her fiancé Billy Evans in secret, according to a report earlier this...
How co-parents can stay on the same financial page
June 20, 2019
Divorce can be especially difficult for parents still raising children. Your post-separation finances don’t have to be.
Money Conversation Circles With Sunaina Mehra
June 19, 2019
Listen to learn some practical tools for talking about money with those closest to you!
Don’t Depend on Somebody Else for Money
June 16, 2019
We asked financial experts to tell us the piece of guidance that has made the biggest difference in their lives
The Biggest Financial Risk a Woman Can Take is Getting Married
June 2, 2019
Many of us will take several financial risks in our lifetimes, but for women, getting married may be the biggest financial risk of...
Financial Abuse – The Most Common Type of Abuse That Far Too Many Ignore.
June 2, 2019
Financial abuse is often the first sign of domestic abuse and is considered a gateway to other types of abuse, such as verbal...
Here’s how advisors help clients stay on top of health-care costs in retirement
May 29, 2019
The average 65-year-old male-female couple retiring in 2019 will spend an estimated $285,000 on health care over the rest of their lives.