Planning and Advice

Perfect time for a fresh start

Autumn and finally being back to school. I really loved this time of year. I loved the new notebooks, pencils, school clothes and even the thought of getting back to work. For me, it still seems like even more of a fresh start than January 1. Those in the Jewish faith are familiar with this […]

By April-Lynn Levitt |October 7, 2010

2 min read

Debt dos and don’ts

Last week I received an email from an advisor out West. I actually had the pleasure of sitting down with her for a coffee back in April when I was on a speaking tour. She had read my latest article and was reaching out to say she agreed advisors do need training in order to […]

October 1, 2010

7 min read

Take her advice

A large percentage of women clients deliberately seek out women advisors when they’re looking for financial services. Results from our first-ever survey focusing on this demographic reveal 60% of the polled female advisors’ client base is made up of couples, while female clients, whether single, divorced or widowed, make up a full 25%. Considering female […]

By Nancy Turner |October 1, 2010

11 min read

Women’s numbers and voices

An interesting thing happened when we started crunching the numbers from our 2008 Annual Dollars & Sense Survey. That survey, which delved deeply into client life stages, found a large percentage of older women clients (people who were widowed or had experienced late-life divorce) had chosen female advisors. Those numbers were corroborated by comments from […]

By Nancy Turner |October 1, 2010

4 min read