Women & Wealth

Five Financial Tips for Female Founders
Two Numbers You Need to Know
Tips for Making Your Charitable Donations Count
Don’t Miss Out on These Year-End Tax Strategies
Jump-Start Your Family’s Philanthropy on Giving Tuesday

Jump-Start Your Family’s Philanthropy on Giving Tuesday

by Anne Bucciarelli
At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back.

Family Engagement, Philanthropy, Women & Wealth


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Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Business Owners, Philanthropy, Women & Wealth


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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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