September 05, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Asset Allocation, Equities, Multi-Asset, Volatility, Women & Wealth Likes 0 SHARE Bookmarks
July 05, 2019 One Number Every Business Owner Needs to Know by Andrew Bishop, Daniel Brunello Most entrepreneurs eyeing the exit have a “magic” number in their head—a price tag they feel they need to secure before handing over the reins. But few can show their math, leading many to overestimate the amount they truly require. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
June 24, 2019 Four Ways Women Give Differently by Beata Kirr, Tara Thompson Popernik When it comes to charitable intentions, women exhibit some distinct preferences and behaviors. That doesn’t mean women are better at giving—or even that all female donors feel the same way. What does Wealth Planning, Women & Wealth Likes 1 SHARE Bookmarks
May 29, 2019 Are Your Heirs Engaged? by Heather George, Anne Bucciarelli Not ready to share the full details of your assets, yet you know you need to engage and prepare the next generation? Use philanthropy as a conduit to get the next generation involved. Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 22, 2019 Should You Tap Your 529 Plan to Pay for Private School? by Beata Kirr, Tara Thompson Popernik Thanks to the Tax Cuts and Jobs Act of 2017, investors can now use 529 college savings plans to pay for private school tuition in grades K-12. But should they? Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 08, 2019 Put the Law on Your Side by Beata Kirr, Andrea Kushner Many women focus on downside protection in their investments, but there’s one wealth destroyer that can sneak up on you: unforeseen legal exposure. Wealth Planning, Women & Wealth Likes 1 SHARE Bookmarks
April 04, 2019 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 Likes 0 SHARE Bookmarks
March 28, 2019 What an Elite Athlete and Wealth Planning Have in Common by Beata Kirr Many parallels can be drawn between an elite athlete’s career and wealth planning. In both, victory is measured by what’s important to you, but to succeed, follow these three doctrines. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
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? Business Owners, Family Engagement, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
February 07, 2019 Stocks, Mutual Funds, or ETFs —Uh? by Anne Bucciarelli Do you want to start saving by investing in the stock market? Are you, for the first time, tasked with making decisions about your investment dollars? Then this guide is for you. Education, 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