Female Clients

Advising Women in Transition

These five principles and five action points can help you put female clients in transition on the best path for the rest of their lives. (By Kimberly Foss)

Widowed Before 40 and Coping With the Financial Consequences

The unexpected death of a spouse, brings complex financial decisions: how to handle mortgage payments, loans, leases and credit card debts.

Single Women’s Unique Planning Needs

Though often more tuned into their finances than married women, their concerns about the future loom large.

4 Ways to Avoid Getting Fired by Female Clients

Attracting and retaining female clients is critical for wealth-management growth, say two financial planning experts.

Women’s Most Overlooked Issue

The health-wealth bond threatens the financial well-being of women of all ages and they need your help.

Surprising Outcome of Parents Involved with Adult Children

Two new Pew Research Center surveys of young adults 18 to 34 and of parents of children that age show how relationships have changed.

Widows and Divorcees Aren’t the Only Female Clients Who Need You

Women could use help navigating all or any combination of these seven life cycles. Here is some guidance. (Cary Carbonaro)

Will New Widows Fire or Hire You?

Addressing her needs, fears and and changing tax status can help you build lasting relationships with widows in transition. (By Kathleen M. Rehl)

Saving for Retirement on Part-Time Pay

Women often find themselves in this position. One financial advisor shows how she helped such a client save more for retirement.

Teach Women to Think for Themselves: Altfest

As part of that effort, give women clients more credit for what they can do and adjust how you think about them, says a leading advisor. (By Karen Caplan Altfest)

Latest News

See all >>

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

Windfalls from Home Ownership Start to Erode

While first-quarter home-sale prices were up in most markets, other measures show residential real estate may not be as stable as it appears.

Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

© Copyright - Rethinking65