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Women & Wealth: Insight for Action (Part II)

What do women want to understand about wealth? What better way to understand than to ask them? So we did. Here is what some of our clients said:

7 Smart Year-End Financial Moves

No matter where you’re at in life, it’s important to revisit your financial situation before the end of the year. In fact, there are some financial moves that need to occur by December 31 or you run the risk of losing savings and missing tax...

Women & Wealth: A View From the Front Line (Part I)

Investing can be overwhelming.......  It consists of a specific and technical language. It exists within a 24 x 7 news cycle of events, far beyond any one person’s control, often with direct impact on your financial well-being. Behavioral...

College Admission: What Factors Matter Most & Why?

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact, the National Association of College Admission Counselors found that the number of first-time freshman...

The Equifax Data Breach

Last Friday, Equifax announced a data breach that potentially affects approximately 143 million U.S. consumers. The company believes the unauthorized access occurred from mid-May through July 2017 and that the information accessed primarily included...

The Allowance Conundrum: Strategies to Help Teach Kids the Value of Money

Are you contemplating or currently giving your children an allowance? You're not alone. In fact, roughly seven in 10 parents give their children an allowance[i]. For many parents, teaching children the value of money by using an allowance can be...

Financial Literacy 101: A Back-to-School Checklist for College Students

Is your child headed to college this fall? Then no doubt you’ve been to Bed Bath & Beyond to fulfill the dorm room checklist that came courtesy of residence life. In the grand scheme of things, financial literacy is much more important than mini...

How Should I Gift Money to My Kids & Avoid Taxes?

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and outs of gifting money to your children while minimizing taxes.

5 Steps to a Financially Sustainable Retirement

While there are many unknowns that can impact retirement plans along the course of a career, planning for retirement as soon as possible is the surest way to realize your retirement goals.

Tax Season is Over, Long Live Tax Season! (Or should we say, long live tax planning?)

How easy is it to repress any thoughts of taxes, once the returns are filed? Before you forget about your taxes for another year, please consider this: if you had done more tax planning in advance, might your tax situation have been better at filing...

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Year-End Financial Planning: 5 Strategies to Help Avoid Financial Landmines

Are you making the best decisions possible before heading into the new year? Find out. This guide highlights some of the most important financial strategies to consider before year-end, helping you to maximize your financial situation and minimize lost opportunities.

Get The Guide