1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2019The Kiplinger Washington Editors
See All Authors »
President & Owner,
Family Focus Financial Group
Kathleen Nolan, an Investment Adviser Representative and insurance professional, is president and owner of Family Focus Financial Group in Wall, New Jersey. The longtime veteran of the financial industry offers clients a collaborative strategy on managed growth, independence and retirement planning that matches family values. She is especially passionate about empowering women and created "Savvy Women" classes and group discussions to aid their financial growth. She has been married for almost 40 years and has two sons and three grandchildren.
Some financial advisers are missing the boat when it comes to helping women with their money. Here are some ways they're coming up short, and some things female investors should expect from the professional they've hired.
See More From: Building Wealth
When you get together with your financial adviser, make sure you talk about much more than money. Talk about what's really important.
Life insurance can provide more than just a death benefit. This investment adviser suggests ways to put the asset to use throughout your life.