01/16/2024

Baby Boomers' Wealth Transfer Mostly Benefits Women

Financial advisers pivot to a new, growing customer base

Two dozen women gathered in a California living room one night in 2018, ready to talk money.

Britt Williams Baker, a Harvard Business School graduate and former consultant, had been offering friends how-to sessions on investing when she realized that many needed to start with the basics of budgeting. So, teaching alongside her that night was best friend Laurie-Anne King, a women’s empowerment coach who had been on a personal finance journey of her own: paying off $40,000 of debt.

The name Baker gave the circle? Dow Janes.

Please select this link to read the complete article from The Washington Post.