FINANCIAL SERVICES firms are missing out on at least $700 billion in revenue each year by not fully meeting women’s financial needs. That figure comes from consulting firm Oliver Wyman, which cites finding new clients, developing new products and services and gaining increased market share as revenue opportunities. Read more at: https://money.usnews.com/financial-advisors/articles/q-a-women-and-estate-planning
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The good old days, a time when there was a long career, a gold watch, then a brief and frugal retirement are mostly gone. Some people are now retired for at least as long as they worked. Which can be a blessing or a curse. Things have changed. Mostly for the better. And yet.. Read […]
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We all know money is power. And women won’t be equal with men until we are financially equal with men. Getting more money into the hands of women is good for women, but it’s also good for their families, for the economy, and for society. — Sallie Krawcheck, co-founder/CEO Ellevest, former Bank of America executive Read More at […]
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In addition to the federal estate tax, with a top rate of 40 percent, some states levy an additional estate or inheritance tax. Twelve states and the District of Columbia impose estate taxes and six impose inheritance taxes. Maryland is the only state to impose both. Read More at https://taxfoundation.org/state-estate-tax-state-inheritance-tax-2021/
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Jumping into the stock market now for the first time is a mixed bag. Though stock values have fallen over the past week, we’ve thus far avoided the big market crash so many people were talking about earlier this year. On the other hand, a lot of stocks are still overvalued, and if you’re investing on a […]
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