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 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
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
November 23, 2018 Don’t Need Your IRA Required Minimum Distribution? Donate It. by Anne Bucciarelli With year-end approaching, clients often ask us whether they can use their individual retirement accounts (IRAs) to fund their philanthropic missions. Most can’t, but there’s an exception for people who must take required distributions: IRA owners who are at least 70½ years old. Business Owners, Philanthropy, 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