Merging Finances After Marriage: The Beneficiary-Designation Mistake That Overrides Your Will
Beneficiary forms on 401(k)s, IRAs, and life insurance override your will. A merging-finances checklist for newly married and remarried women.
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On investing.
— 18 articles
The New SECURE 2.0 Roth Catch-Up Mandate: What High-Earning Women Over 50 Must Know Starting in 2026
If you earned over $150,000 in 2025, your 401(k) catch-up contributions must be Roth in 2026. What changed, who it hits, and why it may work in your favor.
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The Fed's 2026 Rate Path: What Slower Cuts Mean for Women's Savings and Debt
The Fed's June 2026 projections point to fewer, slower rate cuts. Here is what a higher-for-longer federal funds rate means for high-yield savings and the …
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How to Start Investing With $500 or Less
Investing does not require a large balance to start. The accounts, funds, and step-by-step process to put $500 to work in the market this week.
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Roth IRA vs Traditional IRA: Which Is Right for You?
Roth and Traditional IRAs offer different tax breaks. The decision framework, income limits, and the scenarios where each one wins.
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What Is an Index Fund and Why Every Woman Should Own One
Index funds are the simplest, lowest-cost way to invest in the stock market. How they work, why they beat most active funds, and how to buy your first one.
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How to Build an Investment Portfolio From Scratch
A step-by-step guide to building your first investment portfolio — choosing the right accounts, selecting funds, and setting an allocation that matches your …
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Tax-Loss Harvesting: What It Is and When It Makes Sense
Tax-loss harvesting explained: how it works, the wash-sale rule, the real after-tax benefit, and the situations where it adds value versus where it doesn't.
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Why Aren't More Women Working With a Financial Planner?
Women consistently underutilize professional financial planning — despite having more to gain from it. Here's what's behind the gap and how to find the right …
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How to Evaluate a Stock Before You Buy
How to evaluate a stock before buying: a practical framework covering valuation, financial health, competitive position, and the key metrics that actually …
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Real Estate vs the Stock Market: Where Should Women Invest?
Real estate vs the stock market: a side-by-side look at returns, risk, liquidity, and tax treatment to help investors decide where to allocate long-term …
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How to Invest in Your 30s: Building Wealth in a Pivotal Decade
How to invest in your 30s: a practical framework for retirement savings, asset allocation, and balancing investing with competing financial priorities.
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ETFs vs Mutual Funds: Which Is Right for You?
ETFs vs mutual funds: the practical differences in trading, cost, taxes, and account compatibility, and how to choose the right vehicle for your portfolio.
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How to Build a Dividend Portfolio for Passive Income
A practical guide to building a dividend portfolio for women, including how to choose holdings, balance yield with growth, and reinvest distributions for …
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Index Funds vs Actively Managed Funds: The Case for Simple
Index funds vs actively managed funds: the long-term performance data, cost differences, and what the evidence says about which approach works for most …
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What to Do When the Stock Market Drops
A stock market drop is uncomfortable but normal. Here is what the evidence says about how investors should respond, and what to avoid doing, during a downturn.
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What Is Dollar-Cost Averaging and Why It Works
Dollar-cost averaging is a simple investment strategy that removes timing risk. Here is how it works, what the research shows, and when it makes the most sense.
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How to Open Your First Brokerage Account
A step-by-step guide to open a brokerage account, including how to choose a provider, what documents to prepare, and how to fund your first investment.
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