Using SRI and ESG to Balance Investment and Ideals
When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider [...]
End of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and [...]
How High Net-Worth Women Can Optimize Their Gifting Strategies
Combining today's low gift tax rates with a historic peak on the lifetime gift tax exemption amount (currently $11.58 million), now could be a [...]
How to Protect Your Wealth as You Get Older
As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying [...]
Charitable Giving: How it Affects You Financially as Well as Personally
The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services [...]
10 Tips For Women Small Business Owners in Honor of Women’s Small Business Month
In October, National Women's Small Business Month highlights the benefits and industry women bring to communities when they own a small business. Small businesses [...]
Children and Wealth: Important Lessons Start Early in Life
Wealth can be a mixed blessing -- one that creates great opportunity as well as weighty responsibility -- especially for children. As a parent, [...]
Saving for College
There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But [...]
ABCs of Investing for College
Invest early. Invest often. Invest for growth. These are the basic principles of saving for your child’s college education. The earlier you begin a [...]
Sticker Shock: Creative Ways to Lower the Cost of College
Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect [...]
