March 14, 2019 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 Likes 0 SHARE Bookmarks
March 01, 2019 A Trio of Healthcare Trends Women Should Watch by Beata Kirr Research shows that on average, women face the prospect of a longer life. Thanks to looming advancements in healthcare, they’re likelier to enjoy it. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 12, 2019 Are Your Heirs Prepared? by Heather George, Anne Bucciarelli Planning for transferring wealth to the next generation often focuses on maximizing the amount of wealth. But handling substantial financial assets can be a complex undertaking. Are your future family leaders equipped for the challenge? Family Engagement, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
January 16, 2019 Three Financial Protections Women Often Overlook by Beata Kirr, Heather George, Thomas Pauloski Even the best laid financial plans can go awry. That’s why women should keep these three safeguards top of mind. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 13, 2018 Learn About Investing—You Can’t Afford Not To by Beata Kirr, Tara Thompson Popernik Investing can be overwhelming. The wide array of choices and technical jargon paralyze some investors, while the market’s gyrations scare others off. It’s easy to avoid spending time learning how to invest, but doing nothing can be harmful. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 05, 2018 Budgeting Boot Camp by Beata Kirr, Tara Thompson Popernik How do you decide what to spend today, this month, or this year? Rather than make a series of ad hoc decisions, a budget can help you weigh all your needs and desires against your income—and set priorities. Creating a budget can also help you save for bigger-ticket items, like a new car, travel, or paying down debt. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
October 10, 2018 Women, Take Control of Your Health Plan Today by Andrew Bishop, Tara Thompson Popernik Healthcare spending has increased a whopping 260% since 1960. For women, these costs are higher, for one simple reason: longevity. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
August 28, 2018 Donor-Advised Funds: Utility Players of the Giving World by Anne Bucciarelli, Jennifer Couturier-Ostberg With so many vehicles for charitable giving, sometimes donors find it hard to choose. Here’s a versatile strategy that can play many roles. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
August 23, 2018 Women Building Wealth: Five Things You Need to Know by Beata Kirr, Heather George, Clare Golla When it comes to personal finance, women tend to downplay their abilities—and often delegate control. Yet even if they’re not ready, they’re likely to be primary financial decision makers at some point in their lives. Here’s a guide to getting more engaged. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
July 10, 2018 Dealing with Financial Implications of Divorce by Andrea Ross Divorce represents an emotional life transition for anyone, but the combination of personal upheaval and financial loss can be especially challenging for women. Partnering with a thoughtful financial advisor can help you begin putting your world back in order. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
June 18, 2018 Sometimes All or None Makes Sense by Andrew Bishop, Jennifer Couturier-Ostberg The Tax Cuts and Jobs Act (TCJA) went into effect this year. Even though the new law did not make material changes to the ability to give charitable donations, it does require individuals to think differently about the way they give. Here’s why. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 14, 2018 Empowering Women Investors by Kathleen M. Fisher, Beata Kirr, Linda Giuliano While female investors share universal concerns and preferences, we look to empower them just as we empower all our clients. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 08, 2018 The Facts of Life for Female Investors by Beata Kirr, Tara Thompson Popernik While female investors often share the same financial goals as their male counterparts, there’s a key difference that women should consider when developing a financial plan: the cost of living longer. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks