Sue Schaeffer – Quorum Private Wealth

Women: Get the most out of your financial advisor relationship

May 8, 2025

There are so many misconceptions around how women handle money, and they can impact how women interact with financial advisors. Sue Mazzetti reviews common questions.

Wealth building for women: How is it different?

May 8, 2025

Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.

What drives our Quorum?

May 8, 2025

You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.

Do women need to take a different approach to wealth?

April 23, 2025

When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the idea that women are more risk averse than men—can be circumstantial rather

Women face certain unique challenges when it comes to money, investing, and financial planning. In other ways, they’re just like men. We break down what women need to know.

2024 Mid-Year Outlook with Mary Ann Bartels

August 1, 2024

As markets hover near all-times high, Sue Mazzetti asks Sanctuary Wealth’s Mary Ann Bartels whether the bull market can last througgh the upcomin elections.

Tax preparation vs. Tax planning

December 19, 2023

While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.

Tax planning at Quorum Private Wealth

December 19, 2023

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Make the most out of your charitable contributions

December 18, 2023

Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

What are donor-advised funds?

December 18, 2023

Donor-advised funds (DAFs) can help you maximize the impact of a charitable gift while also helping you minimize your taxes during a given year.

What are qualified charitable distributions?

December 18, 2023

you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “