Ann-Marie Harrington

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Let’s take a look at four real concerns women face today. Women and wealth Women have been fighting for equality since the days of America’s forefathers, yet when it comes to finances, as of 2018, 35% of millionaires were women and by 2030, women will control two-thirds of the nation’s wealth, according to the Family Wealth Advisors’ Council. Society expects … Read more

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There are many types of loss. You may have lost a loved one, a job, your sense of financial security or maybe even your idea of freedom. My heart goes out to those who are struggling to cope with these life changes. When significant changes or losses happen suddenly and in an unexpected way, it … Read more

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When companies face difficult times, they can sometimes choose to cut costs by reducing employee work hours, creating furlough days, or laying off workers. Another way companies may reduce overhead costs is by offering early retirement packages to employees who are nearing retirement. These packages (sometimes also referred to as a voluntary severance or separation … Read more

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COVID-19 and the resulting recession had many households reassessing their financial situation. The challenging times forced many to accept the reality that some things in life are often outside of our control. They also helped many appreciate the simple things they had taken for granted, such as the ability to work, freely travel, and spend … Read more

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Most of us, at one time or another, have thought about being a millionaire. Decades ago, when reporters would ask if someone could retire comfortably on one million dollars, the answer was “it depends” – and it still does today. It is estimated that about 9% of Americans are millionaires, according to Zippia. While this … Read more

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When talking about investments, you’ve probably heard that higher risk means higher returns. Of course, since the future is unpredictable, it really means the expectation of higher returns. Essentially, investors expect to be paid to take on higher risk. Investors purchase stocks and bonds hoping to make a profit on their investment. In the case of stocks, … Read more

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When developing your estate plan, the first step should be identifying what your goals are, beginning with how much and who you’d like the beneficiaries of those assets to be. After you’ve quantified your goal and designed a tax-efficient distribution plan with your estate planning attorney, the next question becomes: What and when should I … Read more

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Trying to save money and pay down debt can be hard to do. If you have a financial plan, this may be a good time to revisit or rethink the details of your plan. A well-thought-out financial plan can help give you a peace of mind and a greater sense of control over your finances … Read more

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The prospect of upgrading or renovating your home can be very exciting. The fresh new look, additional space and modern appliances can all help to increase the comfort (and value) of your home. On the flip side, major renovation projects can feel daunting and come with unexpected challenges, like delays or cost overruns. Both can … Read more

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The trend of American women delaying childbearing is undeniable and due to multiple factors. According to The Atlantic, there is a rise among women in their 30s and 40s for several years in terms of fertility. Especially given the rapidly advancing science of fertility treatments, this is not a trend that is likely to be reversed … Read more