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Latest News & Articles

April 27, 2018 | Financial Planning

Will #MeToo Come to Wealth Management Next?

By: Andrew Welsch

Will the #MeToo movement come to wealth management? "A lot has been said about this in other professions, but not so much in ours. But we know those stories are out there," says Jocelyn Wright, chair of the Women's Center at the American College.

April 2, 2018 | Debt.com

Trump Makes Women Close to Retirement Worry

By: Joe Pye

President Trump really has a way with women. Debt.com has previously reported that Americans close to retirement may be stressed over Trump’s presidency. Now we know they are — especially women.

March 30, 2018 | Consumer Reports

How to Choose the Right Amount of Life Insurance

By: Penelope Wang

When it comes to figuring out the right amount of life insurance to buy, it’s tempting to rely on rules of thumb, such as purchasing a multiple of your annual income—say, 10 to 15 times your salary—as a death benefit. That would at least ensure that your family received that income for a specific period of time.

Featured Videos

What Women Want (in a Financial Advisor)

The ways that women differ from men in their approach to the buying process of life insurance is discussed with Jon Dressner of the LIFE Foundation.

Women at the Top

Noreen Beaman sheds light on finding a balance between a personal and professional life while discussing the challenges of being a female executive.