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Nationwide Study: Breadwinner Women

We are pleased to announce the release of a new study on ‘Breadwinner Women’ and the unique challenges that that status presents in their lives and families. It is estimated that more than 60% of women are earning the investable assets for their household; this represents a demographic and cultural shift unlike any we will see in our lifetimes. As “financial advocates” for our clients, we seek to deepen our understanding of their unique challenges.

If you are interested in this research, please contact Sharon Allen at hello@SterlingWealthManagement.com.

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Sandwich Generation Woman

The second research paper from the Family Wealth Advisor Council’s Women of Wealth Study, “Caught in the Middle: How Does The Sandwich Generation Woman Not Get Squeezed?” is available to purchase and download as an ebook at the Amazon Kindle Store, but you can download it free now by clicking here.

For more information regarding this study, please contact Sharon Allen at hello@SterlingWealthManagement.com

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Women of Wealth Study

The first research paper from the Family Wealth Advisor Council’s 2012 Women of Wealth Study, “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?”

Click here to download an overview of the contents as a PDF (4.1Mb PDF)

For more information regarding this study, please contact Sharon Allen at hello@SterlingWealthManagement.com

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The Informed Investor

Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.
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Allen Co-Writes Guide for Women in ‘Sandwich Generation’

Feature story in the Champaign News-Gazette: A Champaign financial adviser recently cowrote a guide to help “sandwich generation” women care for aging relatives while also tending to children. Read more