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Consumer Tips & Tools Articles



Women and Financial Planning

Divorce Checklist
Linda Patchett
Planning Issues at Divorce
Many financial advisors counsel clients who have been divorced, and they all say that they wish their client had come to them prior to the divorce so that they could have discussed their financial options. In this article, NAPFA-Registered Financial Advisor Linda Patchett lists many of the issues that a person should consider when facing a divorce.
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Do Men and Women Handle Money Differently
Rick Huff
This article by NAPFA member Rick Huff, CPA, explores some of the unique challenges that women face as they try to take control of their financial futures.
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Getting Married Soon?
NAPFA
Twelve Financial Planning Tips for Newlyweds
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Helping Women Who Are Widowed
Leslie Brey
Moving On
In this article, "Investment Advisor" magazine profiles the work of NAPFA-Registered Financial Advisor Lesley Brey with women who have lost their spouses. Many comprehensive financial advisors provide specialized services to people facing critical situations as part of their comprehensive approach.
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Of Particulat Interest to Women
Linda Patchett
Planning Issues at Divorce
Women have some unique issues to consider in planning their financial futures. Linda Patchett, a NAPFA-Registered Financial Advisor, lays out the situation faced by many women and suggests some of the factors that go into developing a workable financial plan.
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Planning for a New Marriage
Pat Konetzny
Financial Tips for Newlyweds and Graduates
Marriage is one of life's events that can have consequences for an individual's financial future. In this article, NAPFA-Registered Financial Planner Pat Konetzny offers newlyweds or the soon-to-be-married some ideas about how to approach financial issues.
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When Couples Disagree About Money
Jill Gianola
In this article, Jill Gianola, author of a noted book about women and financial matters, provides some quick ideas about how to dissolve tensions about money that can arise in a relationship.
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Women and Money
Stan Ehrlich
NAPFA-Registered Financial Advisor Stan Ehrlich explores the research literature to uncover some of the key differences in how men and women manage their money, finances, and investments.
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Women and Personal Finance
Stan Ehrlich
Someone Forgot To Tell the Women
NAPFA-Registered Financial Advisor Stan Ehrlich examines the inequities in finances that most women face, beginning with lower wages, less comfort with investment decisions, and greater reliance on Social Security in retirement.
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