A widow needs an advisor with a process for keeping her safe while she takes the time to heal. And she needs that person as soon as possible. There is a well-known fact in the financial services industry: about 70% of widows seek out new financial advisors after...
Silver Oak Wealth Advisors is proud to host the first Women's Circle of the year as a participant of a national movement to change the conversation for women around money. Our Circle Gatherings are a reflection of our commitment to provide a safe place for our women...
MONEY TOUCHES EVERY ASPECT OF OUR LIVES - marriage, work, health, relations with family and friends - and we know there’s no precise formula when it comes to how much we want, need, spend and expect. Recently a diverse group of 12 women from all over Los Angeles,...
IN A 2008 SURVEY CONDUCTED BY PRUDENTIAL FINANCIAL, 73% of women claimed to be worried about their financial future, but just as many admitted to procrastinating when it came to doing something to manage these worries. Comments made by women about their...
THERE IS ONE PERSISTENT MINDSET ABOUT MONEY that is far more common among women than men. It applies to even affluent and high-earning women. That is, the fear of becoming a ‘bag lady.’ Conjure up any image of a bag lady, and invariably she appears alone. There...