The Power Of A Goals-Based Approach
In the world of Wealth Management, success is not about the size of your bank account. It's about achieving your financial aspirations, no matter [...]
Dollar-Cost Averaging and Its Appeal to Investors
When it comes to investing, the quest for the perfect timing can often lead to frustration and uncertainty. However, there's a strategy that can [...]
Waiting For Santa
Tis’ the season for the Santa Claus Rally! This unique seasonal pattern was first discovered by Yale Hirsch in 1972. Hirsch, creator of the [...]
10 Financial Considerations for Single Women
Whether you’re divorced, separated, or have made the decision to fly solo from the start, money management will be one of the most important [...]
How to Build You Own Retirement Plan: Options for Self-Employed Women
Retirement plans for self-employed people were formerly referred to as “Keogh plans” after the law that first allowed unincorporated businesses to sponsor retirement plans. [...]
Financial Wisdom From Thanksgiving
Thanksgiving requires meticulous planning, from assessing ingredients to creating a grocery list. Similarly, in finance, a clear plan is vital. Are you saving for [...]
_____’s Death Reminds Women Widows Have Special Considerations When Planning Their Financial Future
The world lost one of its greatest and most accomplished ______ on _______. [Breif description of what happened, wehen the news beoke, how much [...]
Donating Your RMD Using Qualified Charitable Distributions
Can you give money to charity using your IRA? For individuals 70 1/2 or older - the answer is usually yes. What many retirees [...]
Are You Prepared For Tax Day?
It's no secret that paying taxes is not a favorite task for many Americans, but as Benjamin Franklin famously said over two centuries ago, [...]
Spring Clean Your Budget
As the great Russian author Leo Tolstoy once said, “Spring is the time of plans and projects.” It’s so true. The birds start singing, [...]
