Becky Lightman

If you can’t beat them, join them. Starting my finance bro wardrobe with this fantastic Eddie Bauer vest from Future Standard. Sure beats the normal suit and heels. Hoping to build up my own fashion collection of finance bro fleeces and vests. Let’s rewrite the female finance wardrobe to reflect cold, air conditioned offices! #2025

If you have a vacation home, or your parents do— you should be planning for it in your estate plan! Check out my latest article in Financial Advisor magazine. (Link in comments.)

Did you know that most closely held businesses struggle to find buyers if they do not map out effective succession plans in advance? I’m heading down to Miami for the IMN Family Office, Private Wealth and Real Estate Conference. I will be on Friday’s panel, “Understanding and Creating a Succession Plan: Planning & Executing Between Generations.”

If you are a business owner, this is one subject you definitely want to pay attention to. I’ll be back with more tips post-panel. In the meantime, try to do the opposite of what this family did. Photo credit: HBO, Succession.

In Boston for one of my favorite conferences, Invest in Women by Financial Advisor Magazine. Women investors and advisors have many issues to discuss!

- Women often survive their spouses by anywhere from 7-12 years, which means they need to plan for longer time horizons when investing
- A record 31% of married women are the primary breadwinners for their families, a dynamic power shift that has implications for their marriages, financial outlook, familial responsibilities and gender roles
- An estimated 47% of women over the age of 18 are single, which requires different tax planning and career planning when the gender wage gap is still dramatic

Few conferences directly address these gender shifts and what it’s like to advise women. Women financial advisors are still in a very male-dominated field, which presents its challenges as well as strategic opportunities. Thanks to Financial Advisor magazine for asking me to speak at this important event.