All Posts By

Laura Barry, CFP®

long term care

Planning for Long-Term Care: Exploring Your Options and Creating a Plan

By Guides & Whitepapers
Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US is 78.7 years and continues to rise. For those without chronic illness, it is realistic to plan to live well into the 90’s. Longer lifespans come with a higher likelihood that aging adults will eventually need some sort of help with the daily functions of living. In fact, 7 out of 10 will need help in some form – either from a family member or a paid caregiver – and 9 out of 10 who receive that care will not fully recover their…
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female advisors

The Wealth Management Experience for Female Advisors & Clients

By Blog
Perspectives from Women Advisors at Wealthspire Advisors As we observe International Women’s Day on March 8th, there is a lot to celebrate as gender gaps continue to be closed. 51% of women report they are the “CFO” of their household, and 62% of women report either being the main or co-breadwinner in their family. At the same time, it’s no secret that financial services industries continue to be male-dominated. Female financial advisors make up only 17% of the industry and women advisors account for only 23.3% of all Certified Financial PlannersTM (CFP®s). What’s reassuring is that the tides are starting…
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Combining Finances: Marriage When There is a Financial History

By Blog
Adults considering marriage later in life – whether in a first marriage or a remarriage – often find that agreeing on how to handle finances can be the first hurdle to achieving marital bliss. Those who are financially established come into a marriage with a longer and potentially more complex financial history, and combining finances can get complicated. The fact is, with more years come more biases, more baggage, more habits – good and bad – that have become engrained. Merging two financial lives is challenging and requires a thoughtful and transparent approach. As money can be a significant source…
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