As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing …
Your Financial Retirement Feedback Loop
Sometimes you need a “sounding board” for your ideas and concerns. If you don’t there may be ” feedback ” …
Why Women Are Delaying Retirement
It may be a wise financial choice. It may be a good idea for a woman to retire later rather …
When Spouses Combine Finances
After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …
Don’t Discount Your Will
A self-created last will and testament may lead to problems. As an early step in estate planning, you may be …
Missteps That May Negatively Impact Estate Plans
Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions …
Women, Wealth, and Legacy Planning
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as …
What You Need to Know About Generational Wealth Management
Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing your kids/grandkids …
Laid Off? What’s Your Action Plan?
Layoffs are a fact of corporate life as companies cope with economic cycles and global competition. If you get caught …