Women & Wealth

The Investor’s Survival Guide to a Long Life
One Number Every Business Owner Needs to Know
Four Ways Women Give Differently
Are Your Heirs Engaged?
Should You Tap Your 529 Plan to Pay for Private School?
Put the Law on Your Side
Why Every Business Owner Should Have an Exit Plan

Why Every Business Owner Should Have an Exit Plan

by Andrew Bishop, Daniel Brunello
When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens.

Business Owners, Wealth Planning, Women & Wealth


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What an Elite Athlete and Wealth Planning Have in Common
Doing the Math on Women’s Empowerment

Doing the Math on Women’s Empowerment

by Erin Bigley, Lei Qiu
No one organization is responsible for the advancement of women, and that means every organization is. Women’s empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses.

AB IQ, Responsible Investing/ESG, Women & Wealth


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A Trio of Healthcare Trends Women Should Watch
Are Your Heirs Prepared?
Stocks, Mutual Funds, or ETFs —Uh?
Three Financial Protections Women Often Overlook
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