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Women Investors

Maureen Jones

Our People are our Most Valuable Asset — Meet Maureen Jones, Financial Advisor & Shareholder

October 31, 2019
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To read more about Maureen Jones or to make an appointment you can click here.

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Our People are our Most Valuable Asset — Meet MaryAnn Ferreira, Financial Advisor & Shareholder

September 24, 2019
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To read more about MaryAnn Ferreira or make an appointment you can click here. .

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Financial Fitness for Women

July 9, 2018
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Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

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Why divorcing over 50 can be especially awful

January 7, 2018
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Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

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The Traits of a Good Investor and How Women Can Make the Most of Them

October 2, 2017
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Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no interest in the subject, but who have since found that divorce, a spouse’s death, or the need to help a parent…

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How Women Are Different from Men, Financially Speaking

September 11, 2017
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We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts. Everyone wants financial security. Yet women often face financial headwinds that can affect…

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Women and Retirement Planning

February 23, 2016
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Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often…

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Women: What You Should Know When Starting a Business

June 10, 2015
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According to the National Women’s Business Council, there are approximately 8 million women-owned businesses.* Many of these businesses started small, begun by women seeking the exciting and potentially rewarding experience of “being their own boss” while doing something they enjoy. If you’re thinking about starting your own business, you’ll need a sound plan, a little…

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The Traits of a Good Investor and How Women Can Make the Most of Them

November 14, 2014

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no interest in the subject, but who have since found that divorce, a spouse’s death, or the need to help a parent…

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IRS Tips about Taxable and Nontaxable Income

February 13, 2014
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Are you looking for a hard and fast rule about what income is taxable and what income is not taxable? The fact is that all income is taxable unless the law specifically excludes it. Taxable income includes money you receive, such as wages and tips. It can also include noncash income from property or services.…

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