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Retirement

How to Overcome Women’s Retirement Challenges

Discover the unique retirement challenges women face—from longer life expectancy to the gender pay gap—and explore 6 smart strategies to secure your financial future. Empower your retirement planning with expert insights and actionable tips.

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Jun 15, 2023

Media appearances

USA Today: Marti Awad Featured in “Are Financial Advisors Worth it?”

Marti Awad CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by USA Today in an article titled, “Are Financial Advisors Worth it?”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

May 30, 2023

Media appearances

The Wall Street Journal: Marti Awad Quoted in Article Titled “I Just Left My Old Job. Do I Need to Roll Over My 401(k) or Can I Just Leave It Alone?”

Marti Awad JD, CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by The Wall Street Journal in, “I Just Left My Old Job. Do I Need to Roll Over My 401(k) or Can I Just Leave It Alone?”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Apr 26, 2023

Financial Planning

Financial Planning for Widows & Widowers

Losing a spouse is life-altering. Learn the essential financial steps for widows and widowers—from notifications and organizing documents to planning for a secure future.

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Mar 30, 2023

Media appearances

Barron’s: Marti Awad Featured in “Financial Advisors Share the Big Mistakes They See Investors Make”

Marti Awad JD, CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Barron’s in an article titled, “Financial Advisors Share the Big Mistakes They See Investors Make.”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Feb 21, 2023

Media appearances

MarketWatch: Marti Awad Published “New year, new adviser? How to know when it’s time to switch”

Marti Awad, JD, CFA, CFP®, LLM in Taxation, senior vice president and financial advisor at Wealth Enhancement Group published an article in MarketWatch entitled “New year, new adviser?

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Jan 26, 2023