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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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.
What to do when your client is IPO crazy
May 3, 2019
Lyft, Uber, Pinterest, Slack: Some well-known companies have listed or will list their shares on public exchanges for the first time this year.
Worthy Living Podcast: Financial Knowledge is Power
April 23, 2019
This week Jennifer Butler hosts Stacy Francis of Francis Financial to discuss the common financial mistakes women make in divorce on Divorce &...
Know Your Worth: Protect Your Personal Finances in Divorce
April 5, 2019
One of the biggest questions divorcing couples have is “how are we going to split our assets?
Why women will fall short in retirement, even if they wait until age 67
March 19, 2019
Women hoping to retire by age 67 face a tough choice: sock away more cash now or delay retirement even further.
2018 Tax Filings For Divorced or Separating Couples Will Be The Most Complicated In Decades
March 13, 2019
Filing taxes can be complicated any year, but 2018 tax returns will win the prize for causing the most headaches.