Why do women need different financial planning and wealth management strategies than men? “My financial advisor doesn’t seem to listen to me.” “I feel disconnected from my money and planning for my future.” “I’m uncomfortable talking about money with friends and family.” Throughout my career, I’ve heard these and other similar concerns from female clients….

As any business owner knows, business in the past year has been anything but usual. Many have made the leap into owning a business for the first time during the pandemic, but after last year’s turbulence longtime business owners may be seriously thinking about moving on. From concerns about the Biden Administration’s proposed tax legislation…